Thoroughbred Financial Services
47yrs
Top advisor by experience in Brentwood
7yrs
John Sinclair has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Brentwood, Tennessee. After three years at Trustcore Financial Services, John joined Captrust in 2022, a firm offering financial planning, investment management, and private fund management. John holds the CFP® designation.
One of 559 advisors with offices in Brentwood, and one of 485 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office5314 Maryland Way, Suite. 300, Brentwood, TN 37027
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 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowCaptrustCurrent firm
- 2020 – 2023Trustcore Financial Services, LLCPreviously
Contact John
(919) 870-6822Firm headquarters in Raleigh, NC. Ask for John. 5314 Maryland Way, Suite. 300Brentwood, TN 37027Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
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Questions to ask John
Tailored to John’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Captrust at (919) 870-6822 and ask for John Sinclair. John works from the Brentwood, TN office.
How long has John been a financial advisor?
John has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John 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 John 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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