Kirkland
Caison
Captrust
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About this Advisor
Kirkland Caison is a financial advisor based in Austin, Texas, working with Captrust. Kirkland has previously held positions at The Vanguard Group, Inc, Medalist Capital, Postmates, University Of North Carolina Chapel Hill, and Capfinancial Partners, LLC (Captrust). Kirkland has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Kirkland is part of Captrust, which operates out of Austin, Texas. 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
Kirkland Caison Work History
Capfinancial Partners, LLC (Captrust)
The Vanguard Group, Inc
Medalist Capital
Postmates
University Of North Carolina Chapel Hill
Disclosures
Please visit the SEC profile of Kirkland Caison 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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