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
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
Mathew Doyle (CRD# 4554670) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 22 years of experience in the finance industry.
Daniel Drake (CRD# 5237738) is an Investment Advisor Representative working at Captrust in Dallas, TX and has over 17 years of experience in the finance industry.
Craig Draper (CRD# 2939545) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 26 years of experience in the finance industry.
Doris Drayton (CRD# 2436997) is an Investment Advisor Representative working at Captrust in Grand Rapids, MI and has 1 year of experience in the finance industry.
Samuel Dreibelbis (CRD# 6841091) is an Investment Advisor Representative working at Captrust in Austin, TX and has over 6 years of experience in the finance industry.
Devyn Duex (CRD# 5163990) is an Investment Advisor Representative working at Captrust in Santa Barbara, CA and has over 17 years of experience in the finance industry.
James Duffy (CRD# 6660307) is an Investment Advisor Representative working at Captrust in New York, NY and has over 6 years of experience in the finance industry.
Jean Duffy (CRD# 2121749) is an Investment Advisor Representative working at Captrust in West Des Moines, IA and has over 33 years of experience in the finance industry.
John Eadie (CRD# 4538242) is an Investment Advisor Representative working at Captrust in San Antonio, TX and has over 18 years of experience in the finance industry.
Robert Eagle (CRD# 5315750) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 17 years of experience in the finance industry.