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).
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Total Assets Under Management852,173MILLION
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- 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
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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
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.
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.
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.
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.
David Akright (CRD# 6170087) is an Investment Advisor Representative working at Captrust in San Antonio, TX and has over 10 years of experience in the finance industry.
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.
William Altavilla (CRD# 1979355) is an Investment Advisor Representative working at Captrust in Folsom, CA and has over 31 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 18 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 38 years of experience in the finance industry.
Troy Anderson (CRD# 6806425) is an Investment Advisor Representative working at Captrust in West Des Moines, IA and has over 6 years of experience in the finance industry.