David E Herlihy
Investment adviser representative at Captrust
19 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
19 years in the industry.
- CaptrustJun 2024 to now
- Capfinancial Partners LLC (captrust)May 2024 to now
- TravelFeb 2024 to Apr 2024
- Slavic Wealth Management, Inc.Jul 2023 to Jan 2024
- Slavic Mutual Fund Management CorpJan 2020 to Jan 2024
- National Financial Services LLCSep 2013 to Dec 2020
- Fidelity Brokerage Services LLCJun 2007 to Dec 2020
- Fidelity InvestmentsMar 2007 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2023
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
- 5325668
- Firm CRD
- 175112