Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Ohio
Every SEC-registered investment adviser representative at a Captrust office in Ohio, by city and A to Z.
22 registered advisors work at Captrust in Ohio, out of 874 nationwide; it's the firm's number 14 state by advisors, and the most are in Uniontown (14). 15 list the CFP designation and 7 are also registered broker representatives.
Captrust advisors by city in Ohio
Every firm in Ohio →Uniontown 14Akron 3Dayton 2West Chester Township 2Columbus 1
Captrust advisors in Ohio, A to Z
Search by name →- Nathan E. BoothUniontown · Certified Financial Planner
- Shaun D. CoxAkron
- Aaron J. DainesUniontown
- Ian T. DillardUniontown · Certified Financial Planner, Chartered Financial Consultant
- Mark W. FearigoUniontown · Certified Financial Planner
- Mario C. GigantiUniontown · Certified Financial Planner
- Glen HahlenUniontown · Certified Financial Planner
- Joshua S. HaireWest Chester Township · Certified Financial Planner
- Hanna R. HaisonUniontown
- Thomas G. KennedyUniontown
- Ryan W. LeeDayton · Certified Financial Planner
- Amanda K. LyonsUniontown · Certified Financial Planner
- John H. Marshall IVDayton · Certified Financial Planner
- Jared A. MilhoanUniontown · Certified Financial Planner
- Bridget E. MitchellWest Chester Township · Certified Financial Planner
- Mark A. MunteanUniontown · Certified Financial Planner, Chartered Financial Analyst
- Stewart M. SchmidtUniontown · Certified Financial Planner
- Paul R. Stibich Jr.Akron
- Nathan WebelUniontown · Certified Financial Planner
- Stephen D. WiltAkron
- Daniel L. WolffColumbus · Chartered Financial Analyst
- Miles A. WoodlingUniontown · Certified Financial Planner
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Captrust in other states
North Carolina 177Texas 79Massachusetts 62California 57New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Michigan 19South Carolina 18Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in Ohio?
22 investment adviser representatives are registered at Captrust offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 15 list the CFP designation and 7 are also registered as broker representatives.
Where in Ohio does Captrust have the most advisors?
Uniontown, with 14, then Akron (3). Captrust has advisors in 5 cities in Ohio.
How do I check a Captrust advisor in Ohio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.