Keith Glenn Manning
Investment adviser representative at Captrust
26 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Keith Glenn Manning? 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
26 years in the industry.
- CaptrustSep 2025 to now
- Capfinancial Partners, LLC. (captrust)Sep 2025 to now
- UnemployedJan 2025 to Aug 2025
- LPL Enterprise, LLCNov 2024 to Dec 2024
- Pruco Securities LLCOct 2023 to Nov 2024
- Bank of America N.A.Feb 2022 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith Incorporated(Jun 2020 to Feb 2022
- US NavyAug 1999 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7268546
- Firm CRD
- 175112