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Managing Member / Chief Compliance Officer · CAPTRUST Wealth Advisors

Rhonda G. Carter

CRD 5966272 · Named on Form ADV at one SEC-registered adviser

At a glance

CAPTRUST Wealth Advisors, an SEC-registered wealth manager based in Holland, MI with $2.0 billion in regulatory assets, lists Rhonda G. Carter on its Form ADV as Managing Member / Chief Compliance Officer, a control person.

Firms and roles

  • CAPTRUST Wealth AdvisorsManaging Member / Chief Compliance OfficerWealth manager · Holland, MI · $2.0B in regulatory assets

AtlasMembers

Rhonda’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rhonda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.