Tanner Hodges
Investment adviser representative at Captrust
10 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
10 years in the industry.
- CaptrustApr 2026 to now
- Capfinancial Partners, LLC. (captrust)Mar 2026 to now
- First Citizens Investor ServicesOct 2023 to Mar 2026
- Fidelity InvestmentsJan 2023 to Oct 2023
- UnemployedDec 2022 to Jan 2023
- Appalachian State UniversityAug 2022 to Dec 2022
- First Bank NcMay 2022 to Aug 2022
- Appalachian State UniversityJul 2021 to May 2022
- Northwestern MutualMay 2021 to Jul 2021
- ZaxbysAug 2019 to May 2021
- Mellow MushroomMay 2019 to Aug 2019
- TargetMay 2019 to Aug 2019
- Appalachian State UniversityJul 2018 to May 2019
- Mellow MushroomApr 2017 to Jul 2018
- Brixx PizzaMar 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7321298
- Firm CRD
- 175112