Chad
Hardin

Captrust

CRD#6614309
Investment Advisor
in Raleigh, NC

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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

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

NC Average: $3,625,019,099
Total Number of Employees

1,554

NC Average: 22
Total Number of Accounts

100,603

NC Average: 1,917
Average Account Size

$8,470,653

NC Average: $1,890,985

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

2023 - Present (1 year)

Capfinancial Securities LLC

2023 - Present (1 year)

Capfinancial Partners LLC (Captrust)

2022 - 2023 (1 year)

Securian Financial Services

2022 - 2023 (1 year)

Minnesota Life Insurance Company

2022 - 2023 (1 year)

Virginia Asset Management

2019 - 2021 (2 years)

Fisher Investments

2016 - 2019 (3 years)

The Vanguard Group, Inc

2014 - 2014 (< 1 year)

Aflac

2012 - 2017 (5 years)

Vector Marketing/Cutco

2011 - 2015 (4 years)

East Carolina University

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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

James Valmonte
Raleigh, NC
Katie Eldred
Englewood, CO
Shawn Morris
Boerne, TX
Beth Cornell
Lone Tree, CO
Jessica Mayo
San Antonio, TX
John Buckley
Boston, MA
Catherine Bragg
Birmingham, AL
Mark Huffman
Sacramento, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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