Captrust

Captrust (CRD# 175112) is a financial advisory firm headquartered in Raleigh, NC. They manage $852,173,054,617 in 100,603 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    852,173
    MILLION
  • Total Number of Accounts
    100,603
    ACCOUNTS
  • Average Account Value
    $8,470,653
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Captrust
Showing 1 - 10 of 639 top financial advisors.
1
Theodore D. Lew
CRD#: 3262592
2010 Crow Canyon Place, Ste. 210, San Ramon, CA 94583

Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry.

2
Brian P. Abad
CRD#: 2923073
740 University Avenue, Sacramento, CA 95825

Brian Abad (CRD# 2923073) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 23 years of experience in the finance industry.

3
Walter E. Abele
CRD#: 6303334
628 Green Valley Road, Suite 206, Greensboro, NC 27408

Walter Abele (CRD# 6303334) is an Investment Advisor Representative working at Captrust in Greensboro, NC and has over 10 years of experience in the finance industry.

4
Aaron Adcock
CRD#: 4849315
3100 Village Point, Suite 200, Chesterton, IN 46304

Aaron Adcock (CRD# 4849315) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 19 years of experience in the finance industry.

5
Jefferson C. Adcock
CRD#: 5393857
5314 Maryland Way Suite 300, Brentwood, TN 37027

Jefferson Adcock (CRD# 5393857) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 14 years of experience in the finance industry.

6
David S. Akright
CRD#: 6170087
4372 N. Loop 1604w Suite 116, San Antonio, TX 78249

David Akright (CRD# 6170087) is an Investment Advisor Representative working at Captrust in San Antonio, TX and has over 9 years of experience in the finance industry.

7
Earle W. Allen
CRD#: 2099362
40 Wall Street 56th Floor, New York, NY 10005

Earle Allen (CRD# 2099362) is an Investment Advisor Representative working at Captrust in New York, NY and has over 33 years of experience in the finance industry.

8
William D. Altavilla
CRD#: 1979355
1130 Iron Point Rd Ste 100, Folsom, CA 95630

William Altavilla (CRD# 1979355) is an Investment Advisor Representative working at Captrust in Folsom, CA and has over 30 years of experience in the finance industry.

9
Jeremy A. Altfeder
CRD#: 5024617
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609

Jeremy Altfeder (CRD# 5024617) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 18 years of experience in the finance industry.

10
Phillip C. Anderson
CRD#: 1370143
2614 19th Street South, Homewood, AL 35209

Phillip Anderson (CRD# 1370143) is an Investment Advisor Representative working at Captrust in Homewood, AL and has over 37 years of experience in the finance industry.

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