Kirkland
Caison

Captrust

CRD#6997453
Investment Advisor
in Austin, TX

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

5000 Plaza On The Lake, Suite 170
Austin, TX 78746

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

TX Average: $3,625,019,099
Total Number of Employees

1,554

TX Average: 22
Total Number of Accounts

100,603

TX Average: 1,917
Average Account Size

$8,470,653

TX Average: $1,890,985

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

2019 - Present (5 years)

Capfinancial Partners, LLC (Captrust)

2018 - 2019 (1 year)

The Vanguard Group, Inc

2017 - 2017 (< 1 year)

Medalist Capital

2016 - 2019 (3 years)

Postmates

2014 - 2018 (4 years)

University Of North Carolina Chapel Hill

Created with Highcharts 6.0.7

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.

Financial Advisors at Captrust

Beth Cornell
Lone Tree, CO
Charles Paderick
Sanford, NC
Marguerite Fagan-Whitmore
New Hyde Park, NY
Shawn Morris
Boerne, TX
Jessica Mayo
San Antonio, TX
Mark Salazar
San Antonio, TX
Catherine Bragg
Birmingham, AL
Audrey Scroggs
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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