Nathan Blumenschein
Investment adviser representative at Captrust
12 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
12 years in the industry.
- CaptrustDec 2024 to now
- Capfinancial Partners LLC (captrust)Dec 2024 to now
- Capfinancial Securities LLCDec 2024 to now
- Consumer Technology AssociationOct 2021 to now
- Campbell WealthSep 2022 to Dec 2024
- Madison Avenue SecuritiesSep 2022 to Dec 2024
- Raymond James & Associates, Inc.May 2018 to Sep 2022
- Consumer Technology AssociationMay 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6954094
- Firm CRD
- 175112