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Justin Paul Kassanits

Investment adviser representative at Captrust
15 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

15 years in the industry.

  1. CaptrustOct 2023 to now
  2. Capfinancial Partners LLC (captrust)Oct 2023 to now
  3. Column Capital Advisors, LLCSep 2011 to Oct 2023

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
5982924
Firm CRD
175112
Advisor's SEC record (opens in a new tab)
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