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 121 - 130 of 634 top financial advisors.
121
Theodore J. Ecker
CRD#: 2808393
10650 Red Circle Drive, Suite 303, Minnetonka, MN 55343

Theodore Ecker (CRD# 2808393) is an Investment Advisor Representative working at Captrust in Minnetonka, MN and has over 27 years of experience in the finance industry.

122
Darryl L. Edmonds
CRD#: 1048644
5314 Maryland Way, Ste. 300, Brentwood, TN 37027

Darryl Edmonds (CRD# 1048644) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 42 years of experience in the finance industry.

123
Jimmy D. Edwards
CRD#: 4342552
600 Hamilton Street, Suite 900, Allentown, PA 18101

Jimmy Edwards (CRD# 4342552) is an Investment Advisor Representative working at Captrust in Allentown, PA and has over 22 years of experience in the finance industry.

124
Karl J. Eggerss
CRD#: 2634722
114 E. Highland, Boeme, TX 78006

Karl Eggerss (CRD# 2634722) is an Investment Advisor Representative working at Captrust in Boeme, TX and has over 28 years of experience in the finance industry.

125
Adam M. Eisenhauer
CRD#: 3245990
4208 Six Forks Rd, Suite 1700, Raleigh, NC 27609

Adam Eisenhauer (CRD# 3245990) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 24 years of experience in the finance industry.

126
Larry E. Elliott
CRD#: 3072638
2500 Northwinds Pkwy, #250, Alpharetta, GA 30009

Larry Elliott (CRD# 3072638) is an Investment Advisor Representative working at Captrust in Alpharetta, GA and has over 25 years of experience in the finance industry.

127
Taylor J. Elliott
CRD#: 6501374
740 University Avenue, Sacramento, CA 95825

Taylor Elliott (CRD# 6501374) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 8 years of experience in the finance industry.

128
Eric S. Ensign
CRD#: 5757150
2375 East Camelback Rd, Suite 700, Phoenix, AZ 85016

Eric Ensign (CRD# 5757150) is an Investment Advisor Representative working at Captrust in Phoenix, AZ and has over 13 years of experience in the finance industry.

129
Phillip Epting
CRD#: 6278155
628 Green Valley Rd., Ste. 206, Greensboro, NC 27408

Phillip Epting (CRD# 6278155) is an Investment Advisor Representative working at Captrust in Greensboro, NC and has over 9 years of experience in the finance industry.

130
Nathan F. Erickson
CRD#: 5522951
2375 East Camelback Rd, Suite 700, Phoenix, AZ 85016

Nathan Erickson (CRD# 5522951) is an Investment Advisor Representative working at Captrust in Phoenix, AZ and has over 15 years of experience in the finance industry.

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