Austin Ingraham Pinard
Investment adviser representative at Captrust
13 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
13 years in the industry.
- CaptrustFeb 2024 to now
- Capfinancial Partners LLC (captrust)Jan 2024 to now
- Capfinancial Securities LLCJan 2024 to now
- LPL Financial, LLCApr 2022 to Dec 2023
- Equitable Advisors, LLCJul 2021 to Apr 2022
- UnemployedMay 2021 to Jul 2021
- Rodgers Ski and SportNov 2020 to Jan 2021
- St. Lawrence University Launders Science LibraryAug 2020 to Apr 2021
- UpsMay 2020 to Aug 2020
- Skyline Tent and Event RentalsMay 2018 to Aug 2019
- St. Lawrence UniversityAug 2017 to May 2021
- Concord Carlisle High SchoolSep 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7409659
- Firm CRD
- 175112