Morgan Stanley
45yrs
Top advisor by experience in Montgomery
38yrs
Based in Montgomery, Alabama, Brian Mitchell is a financial advisor with 38 years of industry experience. Brian joined Captrust in 2020, after 26 years at Welch Hornsby. Brian holds the CFP® designation.
At a glance
Experience38 years (since 1989)
How that compares ?Top 5% by experience at Captrust
OfficeOne Commerce Street Suite 800, Montgomery, AL 36104
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowCaptrustCurrent firm
- 1994 – 2020Welch Hornsby, Inc.Previously
Contact Brian
One Commerce Street Suite 800Montgomery, AL 36104Office · Get directions Firm main line(919) 870-6822Headquarters: Captrust · Raleigh, NC Firm websitewww.captrust.com
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Captrust at (919) 870-6822 and ask for Brian Mitchell. Brian works from the Montgomery, AL office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1989, about 38 years. Top 5% by experience at Captrust.
What licenses does Brian hold?
Series 63. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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