Kevin Albert Mitchell

CRD 5789035 · Captrust · Brentwood, TN

IA RegisteredBroker

Also appears in the source record as: Kevin A Mitchell; Kevin A. Mitchell

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 7TOSeries 6TOSIESeries 7Series 6
Registered states (2): Tennessee · Texas
Years in the industry (source record): 16
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 (6)

From the source registration record · current first

Capfinancial Securities, LLC.Current
Brentwood, TN · BD capacity

Jan 31, 2023 → present
CaptrustCurrent
Brentwood, TN · IA capacity

Dec 22, 2022 → present
Trustcore Financial Services, LLC
IA capacity

May 17, 2013 → Mar 20, 2023
Trustcore Investments LLC
BD capacity

Feb 8, 2013 → Dec 31, 2020
Park Avenue Securities LLC
BD capacity

Nov 23, 2011 → Feb 13, 2013
New England Securities
BD capacity

Aug 13, 2010 → Sep 7, 2011

Source & corrections

Where this page comes from

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