Danielle La nise Frazier
Investment adviser representative at Captrust
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- CaptrustJun 2026 to now
- Capfinancial Partners, LLC. (captrust)Apr 2026 to now
- Mercer Global Advisors Inc.Oct 2018 to Feb 2026
- Hfg Wealth Management, LLCMay 2018 to Oct 2018
- Crossmark Global InvestmentsJun 2017 to May 2018
- Capstone Asset Management CompanyNov 2010 to Jun 2017
- Capstone Asset Planning CompanySep 2010 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2011
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
- 5130083
- Firm CRD
- 175112