Thomas Edward Bolt

Captrust

2 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Captrust

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

841 advisors

Number of Clients

36,839 clients

Average Client Portfolio

$29.4M average

Assets Under Management

$1083.1B

Location

500 Linden Oaks, Suite 210, Rochester, NY, 14625

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Captrust

October 2025 - Present · 4 mos

Cobblestone Capital Advisors, LLC

February 2023 - Present · 3 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.