Wade
Bilbrey
Captrust
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About this Advisor
Wade Bilbrey is a certified financial planner working out of Brentwood, Tennessee who has 1 year of relevant experience. Bilbrey is currently employed by Captrust. Their career trajectory has included roles at Various Insurance Carriers For W&R Insurance Agencies, Workforce Development Committee, Donelson Hermitage Emerging Leaders, Charles Montgomery, One Trusted Advisor Investments, Trustcore Financial Services, LLC, Capfinancial Partners LLC (Captrust), Capfinancial Securities LLC, Waddell & Reed Inc, Next Chapter Society Young Professionals Council, Greater Airport Networking Group, Dunnellon High School and Tennessee Technological University. Bilbrey holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Captrust is an advisory company that has its headquarters in Raleigh, NC. The company has offices in 69 locations and a total of 1,338 advisors. It administers $715 billion in assets under management across its 76,254 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 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 offers a broad range 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 usually vary depending on which service is provided. However, fees billed by Captrust most likely are 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
Wade Bilbrey Work History
Wade has been registered as a financial advisor for 1 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Trustcore Financial Services, LLC
Charles Montgomery
One Trusted Advisor Investments
Donelson Hermitage Emerging Leaders
Next Chapter Society Young Professionals Council
Greater Airport Networking Group
Workforce Development Committee
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed Inc
Dunnellon High School
Tennessee Technological University
*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 Wade Bilbrey 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
Bethlehem, PA
Brentwood, TN
Sacramento, CA
Clarkston, MI
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.
