Kimberly Elliott, financial advisor Montgomery AL

Kimberly Elliott

CRD Number: 7081958
Current Firm: Captrust

Kimberly Elliott (CRD# 7081958) is an Investment Advisor Representative working at Captrust in Montgomery, AL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Capfinancial Partners, Llc. (captrust) Raleigh, NC Feb 2020 - Current 2
Welch Hornsby Inc. Montgomery, AL Mar 2013 - Feb 2020 6
Bbva Compass Birmingham, AL Jan 2007 - Mar 2013 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Kimberly M. Elliott
Phone Number: 919-870-6822
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    655,054
    MILLIONS
  • Total Number of Accounts
    58,162
    ACCOUNTS
  • Average Account Value
    $11,262,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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