James Robert Hobson
Investment adviser representative at Captrust
19 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you James Robert Hobson? Claim your profile
Contact this firm
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
19 years in the industry.
- CaptrustAug 2020 to now
- Capfinancial Partners LLC (captrust)May 2020 to now
- Capfinancial Securities LLCMay 2020 to now
- UnemployedFeb 2020 to Apr 2020
- Bank of America, NAMar 2018 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2018 to Jan 2020
- Scottrade, Inc.May 2017 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2007 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5109505
- Firm CRD
- 175112