Alan Mark Kleinberg
Investment adviser representative at Captrust
24 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.2TFirm assets
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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
24 years in the industry.
- CaptrustJul 2019 to now
- Capfinancial Partners LLC (captrust)Oct 2018 to now
- Capfinancial Securities LLCOct 2018 to now
- Fc Equities, Ltd.Jan 2006 to Sep 2018
- Fce Group, Inc.Jun 2002 to Sep 2018
- First Capital Consulting, Inc.Jun 2002 to Sep 2018
- First Capital EquitiesJun 2002 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, 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
- 2560834
- Firm CRD
- 175112