Thomas Samuel Gile
Investment adviser representative at Captrust
21 yearsExperience
2 statesRegistered in
$1.2TFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Capfinancial Securities LLCJan 2024 to now
- CaptrustJun 2023 to now
- Capfinancial Partners LLC (captrust)May 2023 to now
- Southern Wealth Securities, LLCNov 2017 to Jun 2024
- M Holdings Securities, Inc.Jan 2008 to Oct 2018
- Southern Wealth Management, LLPMar 2005 to May 2023
- Southern Wealth Investment Advisors LLCFeb 2005 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2271184
- Firm CRD
- 175112