Captrust Financial Advisors

Captrust Financial Advisors (CRD# 159662) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $205,290,748 in 544 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $377,373
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

DE, MD, NJ, PA

Financial Advisors at Captrust Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Charles W. Manning
CRD#: 318940
330 Kennett Pike, Suite 209, Chadds Ford, PA 19317
93
Wealthminder
score

Charles Manning (CRD# 318940) is an Investment Advisor Representative working at Captrust Financial Advisors in Chadds Ford, PA and has over 31 years of experience in the finance industry.

2
Mark J. Manning
CRD#: 2476784
330 Kennett Pike, Suite 209, Chadds Ford, PA 19317
93
Wealthminder
score

Mark Manning (CRD# 2476784) is an Investment Advisor Representative working at Captrust Financial Advisors in Chadds Ford, PA and has over 23 years of experience in the finance industry.

3
Bradley A. Wallick
CRD#: 2736210
330 Kennett Pike, Suite 209, Chadds Ford, PA 19317
93
Wealthminder
score

Bradley Wallick (CRD# 2736210) is an Investment Advisor Representative working at Captrust Financial Advisors in Chadds Ford, PA and has over 20 years of experience in the finance industry.

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