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Irina Gorokhova

Investment adviser representative at Captrust
24 yearsExperience
1 stateRegistered 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

24 years in the industry.

  1. CaptrustMar 2023 to now
  2. Capfinancial Partners LLC (captrust)Feb 2023 to now
  3. Monroe Vos Consulting, Inc.Aug 2016 to Jan 2023
  4. Mv Securities Group, Inc.May 2004 to Oct 2021
  5. Insperity, Inc. (formerly Administaff)Apr 2002 to Jan 2023

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (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
4530551
Firm CRD
175112
Advisor's SEC record (opens in a new tab)
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