Captrust Advisors, LLC

Captrust Advisors, LLC (CRD# 142941) is a financial advisory firm headquartered in Tampa, FL. They manage $48,771,636 in 4 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $12,192,909
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, LA, MI, NH, NY, OH

Financial Advisors at Captrust Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Michael J. Millhouse
CRD#: 1743171
102 W. Whiting Street, Suite 400, Tampa, FL 33602
96
Wealthminder
score

Michael Millhouse (CRD# 1743171) is an Investment Advisor Representative working at Captrust Advisors, LLC in Tampa, FL and has over 30 years of experience in the finance industry.

2
Angela Parrish
CRD#: 1753472
102 W. Whiting Street, Suite 400, Tampa, FL 33602
96
Wealthminder
score

Angela Parrish (CRD# 1753472) is an Investment Advisor Representative working at Captrust Advisors, LLC in Tampa, FL and has over 29 years of experience in the finance industry.

3
Gary W. Queen
CRD#: 2541064
102 W. Whiting Street, Suite 400, Tampa, FL 33602
93
Wealthminder
score

Gary Queen (CRD# 2541064) is an Investment Advisor Representative working at Captrust Advisors, LLC in Tampa, FL and has over 20 years of experience in the finance industry.

4
Heidi B. Spencer
CRD#: 4527959
New Castle, NH
93
Wealthminder
score

Heidi Spencer (CRD# 4527959) is an Investment Advisor Representative working at Captrust Advisors, LLC in New Castle, NH and has over 8 years of experience in the finance industry.

5
Ann Oconnell
CRD#: 6168624
102 W. Whiting Street, Suite 400, Tampa, FL 33602
90
Wealthminder
score

Ann Oconnell (CRD# 6168624) is an Investment Advisor Representative working at Captrust Advisors, LLC in Tampa, FL and has over 4 years of experience in the finance industry.

6
Kevin M. Schmid
CRD#: 4073247
102 W. Whiting Street, Suite 400, Tampa, FL 33602
90
Wealthminder
score

Kevin Schmid (CRD# 4073247) is an Investment Advisor Representative working at Captrust Advisors, LLC in Tampa, FL and has over 2 years of experience in the finance industry.

7
Kipp G. Small
CRD#: 2172469
102 W. Whiting Street, Suite 400, Tampa, FL 33602
90
Wealthminder
score

Kipp Small (CRD# 2172469) is an Investment Advisor Representative working at Captrust Advisors, LLC in Tampa, FL and has over 25 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.