Sarah Lynn Cathey

CRD 5618367 · Captrust · Leawood, KS

IA RegisteredBroker

Also appears in the source record as: Sarah Lynn Chambers

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 6
Registered states (2): Kansas · Missouri
Years in the industry (source record): 17
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (5)

From the source registration record · current first

Capfinancial Securities, LLC.Current
Leawood, KS · BD capacity

Mar 28, 2023 → present
CaptrustCurrent
Leawood, KS · IA capacity

Mar 28, 2023 → present
Cbiz Investment Advisory Services, LLC
IA capacity

Sep 24, 2019 → Feb 24, 2023
Cbiz Retirement Plan Advisory Services
IA capacity

Nov 1, 2016 → Feb 24, 2023
Cbiz Financial Solutions, Inc.
BD capacity

Oct 21, 2009 → Feb 24, 2023

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.

SEC IAPD record for CRD 5618367 ↗ FINRA BrokerCheck record for CRD 5618367 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.