Patricia Ledbetter
Investment adviser representative at Captrust
21 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
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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
21 years in the industry.
- CaptrustOct 2023 to now
- Capfinancial Partners LLC (captrust)Sep 2023 to now
- Self EmployedFeb 2023 to Sep 2023
- Bangerter Financial Services, Inc.Jul 2021 to Feb 2023
- Concorde Investment Services, LLCJul 2021 to Feb 2023
- Self EmployedApr 2021 to Jul 2021
- Enformion-confi-chekMay 2020 to Apr 2021
- National Wealth Partners, LLCMay 2019 to May 2020
- Self EmployedJul 2018 to May 2019
- Pm Life Investment, Inc.Aug 2017 to Sep 2023
- Wind River SystemsOct 2005 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7174421
- Firm CRD
- 175112