Captrust
Captrust (CRD# 175112) is a financial advisory firm headquartered in Raleigh, NC. They manage $714,587,898,072 in 76,254 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management714,588MILLION
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Total Number of Accounts76,254ACCOUNTS
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Average Account Value$9,371,153
- 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
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.
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.
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 9 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 30 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 37 years of experience in the finance industry.