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
Beverly Barnes (CRD# 4630122) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 21 years of experience in the finance industry.
Brodie Barnes (CRD# 2368626) is an Investment Advisor Representative working at Captrust in Salt Lake City, UT and has over 30 years of experience in the finance industry.
Kevin Barnett (CRD# 2974364) is an Investment Advisor Representative working at Captrust in San Antonio, TX and has over 26 years of experience in the finance industry.
Jason Bart (CRD# 5609032) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Lauren Bartholomew (CRD# 5321829) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Barron Beal (CRD# 4046616) is an Investment Advisor Representative working at Captrust in San Antonio, TX and has over 24 years of experience in the finance industry.
Francis Beam (CRD# 4339625) is an Investment Advisor Representative working at Captrust in Wilmington, NC and has over 23 years of experience in the finance industry.
Adam Beers (CRD# 6165597) is an Investment Advisor Representative working at Captrust in Bethlehem, PA and has over 10 years of experience in the finance industry.
Eric Benedict (CRD# 5950102) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 12 years of experience in the finance industry.
Christopher Bergthold (CRD# 6294090) is an Investment Advisor Representative working at Captrust in Arvada, CO and has over 10 years of experience in the finance industry.