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CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals and institutional retirement plan sponsors.


The trade names "CAPTRUST" and "CAPTRUST Financial Advisors" are used under license by CapFinancial Partners, LLC. CAPTRUST owns and manages the company website to provide information to its online users. The following is a legal disclaimer (“General Disclaimer”) that outlines the website's Terms of Use.


Company profile & key executives for CapFinancial Partners LLC (7601507Z:-) including description, corporate address, management team and contact info. ... CapFinancial Partners, LLC, doing business as CAPTRUST Financial Advisors, LLC, provides investment advisory services. The Company ... Wilson Smith Hoyle III.


Pensionmark is recognized as a leading consulting firm in the retirement plan industry with offices throughout the United States. Pensionmark offers sophisticated consulting and comprehensive services across the full range of retirement plan disciplines.


Your choices today will determine the lifestyle you can enjoy for years to come. 13919 Quail Pointe Drive, Oklahoma City, OK 73134. Phone: 405-848-4646 Fax: 405-608-0389 Email: md@capfinancial.com. Investment advisory services offered through Access Financial Resources, Inc.an SEC Registered Investment Advisor.


Jul 1, 2016 ... Contact Capfinancial Securities, LLC. or view Capfinancial Securities, LLC.'s ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 225 advisors a question.


MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, LLC, pursuant to an investment management agreement. Apollo Global Management is one of the world's largest asset managers with approximately $242 billion of assets under management (as of September ...


Investment Objective The investment seeks capital appreciation. The fund invests at least 80% of its net assets- plus the amount of any borrowings for investment purposes- in securities of large-cap companies "principally engaged" in the business of providing financial services. The fund's manager considers a large- cap ...


Objective and Overview. The Hennessy Small Cap Financial Fund seeks capital appreciation by investing in small cap companies principally engaged in the business of providing Financial Services.