Managing Member / Director of Advisory Services · CAPTRUST Wealth Advisors
Shawn D. Pacanowski
CRD 4770332 · 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 Shawn D. Pacanowski on its Form ADV as Managing Member / Director of Advisory Services, a control person.
Firms and roles
- CAPTRUST Wealth AdvisorsManaging Member / Director of Advisory ServicesWealth manager · Holland, MI · $2.0B in regulatory assets
AtlasMembers
Shawn’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian L. VandenbrinkManaging Member / Chief Executive Officer, CAPTRUST Wealth Advisors
- Rhonda G. CarterManaging Member / Chief Compliance Officer, CAPTRUST Wealth Advisors
- Bryan P. LinnManaging Member / Chief Operations Officer / Chief Financial Officer, CAPTRUST Wealth Advisors
- Scott J. DemaagdChief Investment Officer, CAPTRUST Wealth Advisors
- Brendon B. JohnsonManaging Member, CAPTRUST Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shawn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.