Bryan David Grimm
Investment adviser representative at Captrust
18 yearsExperience
1 stateRegistered in
CFADesignation
$1.2TFirm assets
Are you Bryan David Grimm? 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
18 years in the industry.
- CaptrustAug 2025 to now
- Capfinancial Partners, LLC. (captrust)Jul 2025 to now
- Alerus Investment AdvisorsAug 2008 to Jul 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 2970258
- Firm CRD
- 175112