Wade
Bilbrey
Captrust
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About this Advisor
Wade Bilbrey is a financial advisor based in Brentwood, Tennessee, working with Captrust. Wade has previously held positions at various organizations, including 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, and Greater Airport Networking Group. Wade has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Wade is part of Captrust, which operates out of Brentwood, Tennessee. 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
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
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
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.
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