Samuel Trumps
Investment adviser representative at Captrust
11 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Samuel Trumps? 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
11 years in the industry.
- CaptrustApr 2025 to now
- Capfinancial Partners LLC (captrust)Mar 2025 to now
- UnemployedAug 2024 to Mar 2025
- Scalepath LLCJul 2023 to Aug 2024
- Girdley Enterprises LLCJun 2022 to Jul 2023
- InvescoOct 2018 to Jun 2022
- Bloomberg LPJul 2015 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7026399
- Firm CRD
- 175112