Nathan Webel
Investment adviser representative at Captrust
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
Are you Nathan Webel? 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
14 years in the industry.
- CaptrustNov 2022 to now
- Capfinancial Partners LLC (captrust)May 2019 to now
- Cornerstone Capital AdvisorsJan 2017 to May 2019
- The University of AkronAug 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7120670
- Firm CRD
- 175112