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).
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Total Assets Under Management173,567MILLION
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Total Number of Accounts3,747ACCOUNTS
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Average Account Value$46,321,716
- 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, 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
Martin Brackett (CRD# 4781784) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 12 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 23 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.
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.
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.
Todd Jones (CRD# 3147792) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 18 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.
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.
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.
Michael Molewski (CRD# 1271727) is an Investment Advisor Representative working at Captrust in Bethlehem, PA and has over 32 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.
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.
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.