Erik
Milam
Captrust
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About this Advisor
Erik Milam is a certified financial planner based in Brentwood, Tennessee with 1 year of industry experience. Milam is currently employed by Captrust. Throughout their career, they have worked at Trustcore Financial Services LLC, Capfinancial Securities LLC, Capfinancial Partners LLC (Captrust) and Trustcore Investments, Inc. Milam maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Tennessee and Texas. Captrust is a registered investment company that has its headquarters in Raleigh, NC. The company has offices in 69 locations and a total of 1,338 employees. It oversees $715 billion in assets under management among its 76,254 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 136 charities and foundations. Of its 76,254 accounts, 33% belong to high-net-worth clients who have greater than $1 million in assets. Captrust performs 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. A financial advisor's fee schedules typically vary depending on the type of financial services offered. However, fee types billed by Captrust can be comprised 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
Erik Milam Work History
Erik has been registered as a financial advisor for 1 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Trustcore Financial Services LLC
Trustcore Investments, 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 Erik Milam 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
Raleigh, NC
Raleigh, NC
Brentwood, TN
Bethlehem, PA
Sacramento, CA
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 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.
