Brent Allan Thomas
Investment adviser representative at Captrust
12 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
12 years in the industry.
- CaptrustApr 2026 to now
- Capfinancial Partners, LLC. (captrust)Mar 2026 to now
- Salient Capital L.P.Aug 2024 to Feb 2026
- Westwood Wealth Management LLCAug 2024 to Feb 2026
- Farther Finance AdvisorsAug 2023 to Aug 2024
- PNC Capital Markets, LLCJul 2022 to Aug 2023
- PNC BankOct 2021 to Jul 2022
- Bbva Wealth Solutions, Inc.Dec 2019 to Oct 2021
- Bbva Securities, Inc.Nov 2019 to Oct 2021
- Bbva USASep 2019 to Oct 2021
- Nationwide Investment Advisors, LLCJul 2016 to Dec 2017
- Nationwide Investment Services CorporationSep 2015 to Dec 2017
- Prudentia Fiduciary PartnersNov 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 3203112
- Firm CRD
- 175112