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 101 - 110 of 634 top financial advisors.
101
Michael H. Deyoung
CRD#: 6301050
1100 Poydras St., Energy Centre, Suite 1350, New Orleans, LA 70163

Michael Deyoung (CRD# 6301050) is an Investment Advisor Representative working at Captrust in New Orleans, LA and has over 10 years of experience in the finance industry.

102
John M. Dickens
CRD#: 2696343
300 Throckmorton, Suite 1450, Fort Worth, TX 76102

John Dickens (CRD# 2696343) is an Investment Advisor Representative working at Captrust in Fort Worth, TX and has over 28 years of experience in the finance industry.

103
Rosalind P. Diedrick
CRD#: 2868681
400 North Tampa St, #1800, Tampa, FL 33602

Rosalind Diedrick (CRD# 2868681) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 27 years of experience in the finance industry.

104
Andrew H. Digby
CRD#: 5539646
5314 Maryland Way, Ste. 300, Brentwood, TN 37027

Andrew Digby (CRD# 5539646) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 6 years of experience in the finance industry.

105
Daniel T. Digiacomo
CRD#: 4044426
100 Colonial Center Parkway Suite 220, Lake Mary, FL 32746

Daniel Digiacomo (CRD# 4044426) is an Investment Advisor Representative working at Captrust in Lake Mary, FL and has over 16 years of experience in the finance industry.

106
Peter D. Dinardo
CRD#: 5781277
115 Wild Basin Road S. #225, Austin, TX 78746

Peter Dinardo (CRD# 5781277) is an Investment Advisor Representative working at Captrust in Austin, TX and has over 13 years of experience in the finance industry.

107
Sidni N. Dohm
CRD#: 4598438
4200 W 115th Street, Suite 210, Leawood, KS 66211

Sidni Dohm (CRD# 4598438) is an Investment Advisor Representative working at Captrust in Leawood, KS and has over 21 years of experience in the finance industry.

108
Justin K. Domber
CRD#: 5584833
3000 Town Center, Suite 2650, Southfield, MI 48075

Justin Domber (CRD# 5584833) is an Investment Advisor Representative working at Captrust in Southfield, MI and has over 8 years of experience in the finance industry.

109
Jared S. Dorazio
CRD#: 6178602
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609

Jared Dorazio (CRD# 6178602) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 8 years of experience in the finance industry.

110
Jennifer R. Doss
CRD#: 5281161
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609

Jennifer Doss (CRD# 5281161) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 16 years of experience in the finance industry.

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