Adam Richard David Powell
Also appears in the source record as: Adam R Powell
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Not registered in this capacity
- Investment adviser registration
- Active
- Exams passed (3)
- Series 65Series 63Series 6
- Registered states (1)
- Michigan
- Years in the industry (source record)
- 14
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 5199775 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Captrust
- Firm CRD
- 175112
- SEC number
- 801-62193
- Assets under management
- $1.2T as of May 27, 2026
- Website
- www.linkedin.com/COMPANY/CAPTRUST ↗
- Phone
- 919-870-6822
- Firm location
- Raleigh, NC, 27609
Employment history (3)
From the source registration record · current first
-
Apr 9, 2015 → present
-
Captrust Financial Advisors Or "captrust"IA capacityFeb 21, 2013 → Apr 9, 2015
-
Freedom One Investment Advisors, Inc.IA capacityJul 3, 2012 → Jan 31, 2013
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.