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).

By the Numbers
  • Total Assets Under Management
    655,054
    MILLION
  • Total Number of Accounts
    58,162
    ACCOUNTS
  • Average Account Value
    $11,262,582
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
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.

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 496 top financial advisors.
1
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 21 years of experience in the finance industry.

2
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 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.

3
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 17 years of experience in the finance industry.

4
Taria D. Agbelusi
CRD#: 2555792
Camarillo, CA

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.

5
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 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.

6
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 31 years of experience in the finance industry.

7
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 29 years of experience in the finance industry.

8
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 16 years of experience in the finance industry.

9
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 36 years of experience in the finance industry.

10
Troy W. Anderson
CRD#: 6806425
4401 Westown Pkwy, Ste 220, Des Moines, IA 50266

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.

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