Nathan Erickson, financial advisor Phoenix AZ

Nathan Erickson

CRD Number: 5522951
Current Firm: Captrust

Nathan Erickson (CRD# 5522951) is an Investment Advisor Representative working at Captrust in Phoenix, AZ and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capfinancial Partners, Llc. (captrust) Raleigh, NC Nov 2020 - Current 3
Mra Associates Phoenix, AZ Mar 2011 - Nov 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Nathan F. Erickson
Phone Number: 919-870-6822
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
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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