Matthew
Bader
Captrust
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About this Advisor
Matthew Bader is a certified financial planner working in Brentwood, Tennessee with a total of 1 year of relevant experience. Bader is an employee of Captrust. Throughout their career, they have worked at Bolen Dodson & Associates, Trustcore, Capfinancial Securities LLC, Capfinancial Partners LLC (Captrust) and Trustcore Financial Services LLC. Bader has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee. Captrust is an advisory business that has its headquarters in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 financial advisors. It has $715 billion in assets under management among its 76,254 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 136 charitable organizations. Of its 76,254 customer accounts, 33% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Captrust has 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 fees depend on which services are provided. However, fee types charged by Captrust likely include 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
Matthew Bader Work History
Matthew has been registered as a financial advisor for 1 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Trustcore
Trustcore Financial Services LLC
Bolen Dodson & Associates
*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 Matthew Bader 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
Akron, OH
Leesburg, VA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Brentwood, TN
Bethlehem, PA
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.
