Dale
Connors
Captrust
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About this Advisor
Dale Connors is a chartered financial analyst working in Englewood, Colorado with a total of 2 years of relevant experience. Connors is an advisor for Captrust. The advisor has gained experience at Watershed Investment Consultants, Inc, J. H. Ellwood & Associates, Inc and Capfinancial Partners, LLC (Captrust). Connors can work in Colorado and Texas. Captrust is a registered investment business based out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 financial advisors. It oversees $715 billion in total assets across its 76,254 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 136 charities and foundations. Of its 76,254 customer accounts, 33% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely are based on which service is provided. Fees charged by Captrust likely include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Dale Connors Work History
Dale has been registered as a financial advisor for 2 years.*
Capfinancial Partners, LLC (Captrust)
J. H. Ellwood & Associates, Inc
Watershed Investment Consultants, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dale Connors to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Raleigh, NC
Sacramento, CA
Raleigh, NC
Brentwood, TN
Chesterton, IN
Bethlehem, PA
Clarkston, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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