Sarah Haynes
Investment adviser representative at Captrust
10 yearsExperience
2 statesRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Sarah Haynes? Claim your profile
Contact this firm
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
10 years in the industry.
- CaptrustNov 2022 to now
- Capfinancial Partners LLC (captrust)Oct 2022 to now
- Hightower Advisors LLCMar 2021 to Sep 2022
- Omnistar Financial GroupMay 2017 to Mar 2021
- Homerun MaintenanceFeb 2017 to May 2017
- Family Heritage InsuranceSep 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6402464
- Firm CRD
- 175112