Investment Advisor
in Raleigh, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kristopher Byrd is a financial advisor working out of Raleigh, North Carolina, with a total of 3 years of relevant experience. Byrd is an employee of Captrust. Throughout their career, they have worked at Fidelity Brokerage Services LLC, Upscale Professional Cleaning Service, LLC, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Incoporated, Hottur Football Club, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Byrd has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Captrust is an advisory company based in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 people on staff. It oversees $715 billion in total assets among its 76,254 customer accounts, placing it among the biggest 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% are associated with high-net-worth investors who have at least $1 million in assets. The firm has a diverse set of services, such as 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 depend on which services the firm provides the client. Fee types charged by Captrust most likely consist of some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Captrust Brokerage Details

Total Assets Under Management


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


NC Average: 22
Total Number of Accounts


NC Average: 1,917
Average Account Size


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

Kristopher Byrd Work History

Kristopher has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Capfinancial Partners LLC (Captrust)

2019 - Present (5 years)

Capfinancial Securities LLC

2015 - 2019 (4 years)

Bank Of America, N.A

2015 - 2019 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Incoporated

2014 - 2015 (1 year)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

Upscale Professional Cleaning Service, LLC

2013 - 2013 (< 1 year)

Hottur Football Club

*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.


Please visit the SEC profile of Kristopher Byrd 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

Kristopher Byrd
Raleigh, NC
Adam Beers
Bethlehem, PA
Casey Pogodzinski
Raleigh, NC
Vivian Houchens
Raleigh, NC
Adam Powell
Clarkston, MI
Philip Henninger
Brentwood, TN
Nicholas Mellone
Leesburg, VA
Eric Benedict
Raleigh, NC

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started