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).
-
Total Assets Under Management852,173MILLION
-
Total Number of Accounts100,603ACCOUNTS
-
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
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.
Aaron Anson (CRD# 5485928) is an Investment Advisor Representative working at Captrust in Leawood, KS and has over 10 years of experience in the finance industry.
Jennifer Arps (CRD# 4570639) is an Investment Advisor Representative working at Captrust in Wayzata, MN and has 1 year of experience in the finance industry.
Peter Ashby (CRD# 5292327) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Roseville, CA and has over 9 years of experience in the finance industry.
Robert Auditore (CRD# 2077349) is an Investment Advisor Representative working at Captrust in Boston, MA and has over 30 years of experience in the finance industry.
Elina Babadzhanova (CRD# 5106322) is an Investment Advisor Representative working at Captrust in New York, NY and has over 17 years of experience in the finance industry.
Matthew Bader (CRD# 5708919) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 12 years of experience in the finance industry.
Eric Bailey (CRD# 2327900) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 30 years of experience in the finance industry.
Beryl Ball (CRD# 5480707) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 15 years of experience in the finance industry.
Deanna Bamford (CRD# 2349097) is an Investment Advisor Representative working at Captrust in Roseville, CA and has over 30 years of experience in the finance industry.