Brian Pettis
Investment adviser representative at Captrust
21 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Brian Pettis? 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
21 years in the industry.
- CaptrustMar 2026 to now
- Capfinancial Partners, LLC. (captrust)Mar 2026 to now
- Capfinancial Partners, LLC. (captrust)Dec 2025 to Feb 2026
- Jackson Walker L.L.P.Nov 2021 to Dec 2025
- Latham & Watkins LLPMay 2021 to Nov 2021
- Simpson Thacher & Bartlett LLPOct 2019 to May 2021
- San Jose Police Department, City of San JoseAug 2018 to Feb 2021
- Santa Clara University School of LawAug 2016 to May 2019
- San Jose Police Department, City of San JoseJul 2005 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8231655
- Firm CRD
- 175112