Be advised. This firm is no longer registered.

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).

Current Firm Details
102 W. Whiting Street, Suite 400, Tampa, FL 33602
http://www.captrustadv.com
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
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
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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