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Ryan Anthony Chiaverini

Investment Adviser Representative at Captrust

Overland Park, KSCRD #5792569Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ryan Anthony Chiaverini is an investment adviser representative with Captrust in Overland Park, KS, where they have been registered since 2026. They have worked in the securities industry since 2012 and have been registered with 7 firms, including Meritage Portfolio Management, Inc. and Creative Planning. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Kansas.

Office

7500 College Blvd, Suite 1212
Overland Park, KS 66210

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/28/2013
Series 65
Uniform Investment Adviser Law Examination
Passed 5/1/2010
SIE
Securities Industry Essentials Examination
Passed 12/13/2016
Series 7
General Securities Representative Examination
Passed 11/20/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

CaptrustCurrent
2/9/2026 – Overland Park, KS
Meritage Portfolio Management, Inc.
6/27/2018 – 3/23/2026Overland Park, KS
Creative Planning
2/15/2017 – 9/18/2017Leawood, KS
Demarche Associates Inc
10/24/2013 – 12/13/2016Merriam, KS
Discretionary Management Services, LLC
10/24/2013 – 12/13/2016Merriam, KS
Endex Capital Managment LLC
10/22/2013 – 12/13/2016Merriam, KS
CUSH Capital Management, LLC
8/4/2010 – 11/23/2012Overland Park, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Demarche Associates, Inc.
    Oct 2012 – Dec 2016Overland Park, KS
  2. Creative Planning
    Jan 2017 – Sep 2017Leawood, KS
  3. Meritage Portfolio Management, Inc.
    Sep 2017 – Dec 2025Overland Park, KS
  4. CapFinancial Partners, LLC. (CAPTRUST)
    Dec 2025 – no end date reportedRaleigh, NC

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Captrust

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
943
Offices listed on AdvisorFinder:
26
Main office:
Raleigh, NC
SEC file number:
801-62193

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at Captrust

Showing 12 of 943 in the directory

View Captrust firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Anthony Chiaverini has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ryan Anthony Chiaverini (Captrust) - Fees & Credentials