Be advised. This firm is no longer registered.

Captrust Financial Advisors

Captrust Financial Advisors (CRD# 159662) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $199,212,619 in 536 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $371,665
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
The map below shows states where this firm has explicit registration only.

DE, MD, NJ, PA

Financial Advisors at Captrust Financial Advisors
No Advisor Found.
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