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John Conrad Hays

Investment adviser representative at Captrust
6 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

6 years in the industry.

  1. CaptrustJan 2023 to now
  2. Capfinancial Partners LLC (captrust)Sep 2022 to now
  3. Capfinancial Securities LLCSep 2022 to now
  4. Lincoln InvestmentJul 2022 to Sep 2022
  5. Voisard Asset Management GroupSep 2020 to May 2022
  6. The Huntington Investment CompanyNov 2017 to Aug 2020
  7. Lockton Companies LLCJan 2016 to Oct 2017
  8. Lockton Financial Advisors LLCJan 2016 to Oct 2017
  9. Lockton Investment Advisors, LLCJan 2016 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2009

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
5263340
Firm CRD
175112
Advisor's SEC record (opens in a new tab)
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