Brian Stewart
Investment adviser representative at Captrust
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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.
- CaptrustDec 2024 to now
- Capfinancial Partners LLC (captrust)Dec 2024 to now
- Capfinancial Securities LLCDec 2024 to now
- Campbell Wealth ManagementJun 2024 to Dec 2024
- Madison Avenue SecuritiesJun 2024 to Dec 2024
- UnemployedJan 2024 to May 2024
- Charles Schwab & Co., Inc.May 2020 to Jan 2024
- Charles Schwab Bank, SsbMay 2020 to Jan 2024
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, Inc.Jul 2014 to May 2020
- USAA Financial Planning ServicesJul 2014 to May 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5016793
- Firm CRD
- 175112