Captrust
Captrust (CRD# 175112) is a financial advisory firm headquartered in Raleigh, NC. They manage $655,054,291,754 in 58,162 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management655,054MILLION
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Total Number of Accounts58,162ACCOUNTS
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Average Account Value$11,262,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Brian Abad (CRD# 2923073) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 21 years of experience in the finance industry.
Walter Abele (CRD# 6303334) is an Investment Advisor Representative working at Captrust in Greensboro, NC and has over 8 years of experience in the finance industry. Walter Abele 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.
Aaron Adcock (CRD# 4849315) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 17 years of experience in the finance industry.
Taria Agbelusi (CRD# 2555792) is an Investment Advisor Representative working at Captrust in Camarillo, CA and has over 21 years of experience in the finance industry.
David Akright (CRD# 6170087) is an Investment Advisor Representative working at Captrust in San Antonio, TX and has over 7 years of experience in the finance industry. David Akright 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.
Earle Allen (CRD# 2099362) is an Investment Advisor Representative working at Captrust in New York, NY and has over 31 years of experience in the finance industry.
William Altavilla (CRD# 1979355) is an Investment Advisor Representative working at Captrust in Folsom, CA and has over 29 years of experience in the finance industry.
Jeremy Altfeder (CRD# 5024617) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 16 years of experience in the finance industry.
Phillip Anderson (CRD# 1370143) is an Investment Advisor Representative working at Captrust in Homewood, AL and has over 36 years of experience in the finance industry.
Troy Anderson (CRD# 6806425) is an Investment Advisor Representative working at Captrust in Des Moines, IA and has over 4 years of experience in the finance industry.