| Entity Name: | CAPTRUST FINANCIAL ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 20 Oct 2003 |
| Business ALEI: | 0763272 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 4208 SIX FORKS RD. SUITE 1700, RALEIGH, NC, 27609, United States |
| Mailing address: | 4208 SIX FORKS RD. SUITE 1700, RALEIGH, NC, United States, 27609 |
| Mailing jurisdiction address: | 4208 SIX FORKS RD SUITE 1700, RALEIGH, NC, 27609, United States |
| Place of Formation: | NORTH CAROLINA |
| E-Mail: | annualreports@cscglobal.com |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Fielding Miller | Officer | 4208 SIX FORKS RD. SUITE 1700, RALEIGH, NC, 27609, United States | 4208 SIX FORKS RD. SUITE 1700, RALEIGH, NC, 27609, United States |
| Wilson S. Hoyle | Officer | 4208 SIX FORKS RD. SUITE 1700, RALEIGH, NC, 27609, United States | 4208 SIX FORKS RD. SUITE 1700, RALEIGH, NC, 27609, United States |
| Ben Goldstein | Officer | 4208 Six Forks Road, Raleigh, NC, 27609, United States | 4208 Six Forks Road, Raleigh, NC, 27609, United States |
| Robert Miller | Officer | 4208 SIX FORKS RD. SUITE 1700, RALEIGH, NC, 27609, United States | 462 Wormwood Rd, Fairfield, CT, 06824-4567, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | CAPFINANCIAL PARTNERS, LLC | CAPTRUST FINANCIAL ADVISORS, LLC | 2014-11-19 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012083369 | 2024-05-15 | No data | Annual Report | Annual Report | No data |
| BF-0011276495 | 2023-03-14 | No data | Annual Report | Annual Report | No data |
| BF-0010192880 | 2022-03-25 | No data | Annual Report | Annual Report | 2022 |
| BF-0010466125 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| 0007219946 | 2021-03-11 | No data | Annual Report | Annual Report | 2021 |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006745503 | 2020-02-07 | No data | Annual Report | Annual Report | 2020 |
| 0006405565 | 2019-02-25 | No data | Annual Report | Annual Report | 2019 |
| 0006234930 | 2018-08-20 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
