Adam
Powell
Captrust
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About this Advisor
Adam Powell is a financial advisor based out of Clarkston, Michigan who has 8 years of industry experience. Powell is an advisor for Captrust. They have been with Captrust for their total career. Powell holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Michigan. Captrust is an advisory firm that has its headquarters in Raleigh, NC. The company has offices in 69 locations and a total of 1,338 employees. It controls $715 billion in assets among its 76,254 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 136 charitable organizations. Of its 76,254 client accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Captrust has a wide range 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. A financial advisor's fee schedules usually vary depending on which services are provided. However, fee types charged by Captrust likely include some combination 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
Adam Powell Work History
Adam has been registered as a financial advisor for 8 years.*
Capfinancial Partners, LLC. (Captrust)
*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 Adam Powell 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
Akron, OH
Marietta, GA
Raleigh, NC
Raleigh, NC
Clarkston, MI
Brentwood, TN
Bethlehem, PA
Leesburg, VA
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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