Captrust
Captrust (CRD# 175112) is a financial advisory firm headquartered in Raleigh, NC. They manage $213,461,195,139 in 4,956 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management213,461MILLION
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Total Number of Accounts4,956ACCOUNTS
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Average Account Value$43,071,266
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Kevin Barry (CRD# 1522905) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 30 years of experience in the finance industry.
Martin Brackett (CRD# 4781784) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 13 years of experience in the finance industry.
Alicia Bryan (CRD# 2802489) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 21 years of experience in the finance industry.
Christopher Butz (CRD# 2414730) is an Investment Advisor Representative working at Captrust in Bethlehem, PA and has over 24 years of experience in the finance industry. Christopher Butz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Crank (CRD# 2155940) is an Investment Advisor Representative working at Captrust in Lynchburg, VA and has over 26 years of experience in the finance industry.
Joseph Dillon (CRD# 4919153) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 13 years of experience in the finance industry. Joseph Dillon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mathew Doyle (CRD# 4554670) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 16 years of experience in the finance industry. Mathew Doyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terrence Fettig (CRD# 1295559) is an Investment Advisor Representative working at Captrust in Minneapolis, MN and has over 15 years of experience in the finance industry.
James Fritschel (CRD# 3274250) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 18 years of experience in the finance industry. James Fritschel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bruce Graham (CRD# 1572065) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 31 years of experience in the finance industry.