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Ryan Randall Griffin

Investment adviser representative at Captrust
18 yearsExperience
1 stateRegistered in
CFADesignation
$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

18 years in the industry.

  1. CaptrustJun 2023 to now
  2. Capfinancial Partners LLC (captrust)May 2023 to now
  3. Southern Wealth ManagementAug 2008 to May 2023

Designations

  • CFA

Exams passed

  • 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
5370716
Firm CRD
175112
Advisor's SEC record (opens in a new tab)
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