Ian Thomas Prymak
Investment adviser representative at Captrust
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
10 years in the industry.
- CaptrustFeb 2025 to now
- Capfinancial Partners LLC (captrust)Dec 2024 to now
- Capfinancial Securities LLCDec 2024 to now
- Campbell Wealth ManagementJan 2023 to Dec 2024
- Madison Avenue SecuritiesJan 2023 to Dec 2024
- Fidelity Brokerage ServicesMay 2020 to Jan 2023
- Ameriprise Financial Servies, IncSep 2019 to May 2020
- Lincoln InvestmentMar 2016 to Aug 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 4172305
- Firm CRD
- 175112