Captrust

Captrust (CRD# 175112) is a financial advisory firm headquartered in Raleigh, NC. They manage $173,567,468,875 in 3,747 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    173,567
    MILLION
  • Total Number of Accounts
    3,747
    ACCOUNTS
  • Average Account Value
    $46,321,716
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Captrust
Showing 1 - 10 of 141 top financial advisors.
1
Martin H. Brackett
CRD#: 4781784
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609
96
Wealthminder
score

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.

2
Christopher D. Butz
CRD#: 2414730
100 Gateway Drive, Suite 300, Bethlehem, PA 18017
96
Wealthminder
score

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.

3
Joseph A. Dillon
CRD#: 4919153
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609
96
Wealthminder
score

Joseph Dillon (CRD# 4919153) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 12 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.

4
Bruce L. Graham
CRD#: 1572065
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609
96
Wealthminder
score

Bruce Graham (CRD# 1572065) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 30 years of experience in the finance industry.

5
Todd L. Jones
CRD#: 3147792
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609
96
Wealthminder
score

Todd Jones (CRD# 3147792) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 19 years of experience in the finance industry. Todd Jones 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.

6
Walter B. Keys
CRD#: 1279278
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609
96
Wealthminder
score

Walter Keys (CRD# 1279278) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 29 years of experience in the finance industry. Walter Keys 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.

7
Denise L. Kowitz
CRD#: 1752858
100 Gateway Drive, Suite 300, Bethlehem, PA 18017
96
Wealthminder
score

Denise Kowitz (CRD# 1752858) is an Investment Advisor Representative working at Captrust in Bethlehem, PA and has over 29 years of experience in the finance industry.

8
Michael D. Molewski
CRD#: 1271727
100 Gateway Drive, Suite 300, Bethlehem, PA 18017
96
Wealthminder
score

Michael Molewski (CRD# 1271727) is an Investment Advisor Representative working at Captrust in Bethlehem, PA and has over 33 years of experience in the finance industry. Michael Molewski 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.

9
Aaron J. Morris
CRD#: 5268941
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609
96
Wealthminder
score

Aaron Morris (CRD# 5268941) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 10 years of experience in the finance industry. Aaron Morris 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.

10
Mark N. Paccione
CRD#: 4775789
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609
96
Wealthminder
score

Mark Paccione (CRD# 4775789) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 13 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.