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 29 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 28 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 19 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 7 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 3 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 1 year 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 24 years of experience in the finance industry.

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