Kirk Lewis Futrell
Investment adviser representative at Captrust
13 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Kirk Lewis Futrell? Claim your profile
Contact this firm
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
13 years in the industry.
- CaptrustMay 2020 to now
- Capfinancial Partners LLC (captrust)May 2020 to now
- Capfinancial Securities LLCMay 2020 to now
- Lakeside Wealth Management Group, LLCMar 2014 to May 2020
- First Allied Securities, Inc.Dec 2013 to May 2020
- Lakeside Wealth ManagementDec 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 2550569
- Firm CRD
- 175112