Devyn Duex is a registered investment advisor at Captrust, based in Santa Barbara, CA, with 19 years of industry experience. Devyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
1900 State Street, Suite D, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Devyn is the Founder, President, and Artistic Director for Nebula Dance Lab, a non-profit dance company, and a performer/model. Devyn also participates in the Retirement Advisor Council and The National Association of Plan Advisors, dedicating minimal time to each.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Pensionmark Financial Group, LLC
LPL Financial LLCBroker
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Brecek & Young Advisors, INC.Broker
State Registrations2 states
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