Shawn Dunn
Investment adviser representative at Captrust
17 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
17 years in the industry.
- CaptrustJun 2025 to now
- Capfinancial Partners LLC (captrust)Mar 2025 to now
- Capfinancial Secuirites LLCMar 2025 to now
- UnemployedAug 2024 to Feb 2025
- Pruco Securities LLCMar 2024 to Jul 2024
- Bank of America, N.A.Jun 2023 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to Feb 2024
- Patrick Capital Markets, LLCMar 2023 to Apr 2023
- UnemployedAug 2022 to Mar 2023
- PNC BankFeb 2020 to Aug 2022
- PNC Capital Markets, LLCFeb 2020 to Aug 2022
- PNC Funds DistributorFeb 2020 to Feb 2020
- PNC Capital Advisors, LLCNov 2009 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5023961
- Firm CRD
- 175112