Adam Richard David Powell

Captrust

13 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Captrust

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

841 advisors

Number of Clients

36,839 clients

Average Client Portfolio

$29.4M average

Assets Under Management

$1083.1B

Location

8031 Ortonville Road 8031 M-15, Clarkston, MI, 48348

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History

Regulatory History (1)

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Financial

November 2019

Pending

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Employment History

Current Registrations

Captrust

April 2015 - Present · 10 yrs 10 mos

Previous Registrations

Captrust Financial Advisors or "captrust"

February 2013 - April 2015 · 2 yrs 2 mos

Freedom One Investment Advisors, INC.

July 2012 - January 2013 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.