Chad
Hardin
Captrust
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About this Advisor
Chad Hardin is a financial advisor based in Raleigh, North Carolina, working with Captrust. Chad has previously held positions at The Vanguard Group, Inc, Aflac, East Carolina University, Vector Marketing/Cutco, Fisher Investments, Securian Financial Services, Minnesota Life Insurance Company, Virginia Asset Management, Capfinancial Securities LLC, and Capfinancial Partners LLC (Captrust). Chad has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Chad is part of Captrust, which operates out of Raleigh, North Carolina. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Chad Hardin Work History
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Securian Financial Services
Minnesota Life Insurance Company
Virginia Asset Management
Fisher Investments
The Vanguard Group, Inc
Aflac
Vector Marketing/Cutco
East Carolina University
Disclosures
Please visit the SEC profile of Chad Hardin 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
Sacramento, CA
Dayton, OH
Houston, TX
New Hyde Park, NY
San Antonio, TX
Boerne, TX
Birmingham, AL
Phoenix, AZ
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