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Sidni Nicole Dohm

Captrust

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About Sidni Nicole Dohm

Sidni Nicole Dohm is a financial advisor at Captrust, a firm that provides financial advice and investment management services. She is also a Certified Financial Planner. Sidni has over 20 years of experience in the financial services industry. Sidni has a strong understanding of the investment markets and is committed to helping her clients achieve their financial goals. She holds Series 7, 24 and 63 licenses.

Firm Information

Sidni Dohm is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sidni Dohm’s Registration & Firm History

KS

08/19/2022 - Present

Captrust (Leawood KS)

KS

10/30/2002 - 08/17/2010

PRIMEVEST FINANCIAL SERVICES, INC. (HUTCHINSON KS)

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Licenses & Designations

IA

Issued 05/06/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sidni Nicole Dohm.
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