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
Richmond Bernhardt (CRD# 4360799) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 22 years of experience in the finance industry.
Mark Bishop (CRD# 5942107) is an Investment Advisor Representative working at Captrust in Montgomery, AL and has over 12 years of experience in the finance industry.
Keith Biskup (CRD# 4823398) is an Investment Advisor Representative working at Captrust in Greensburg, PA and has over 19 years of experience in the finance industry.
Michael Blair (CRD# 1204155) is an Investment Advisor Representative working at Captrust in Charlotte, NC and has over 40 years of experience in the finance industry.
William Blair (CRD# 5840974) is an Investment Advisor Representative working at Captrust in Charlotte, NC and has over 8 years of experience in the finance industry.
Nicholas Blasi (CRD# 4910971) is an Investment Advisor Representative working at Captrust in Leawood, KS and has over 19 years of experience in the finance industry.
Edward Bock (CRD# 1586462) is an Investment Advisor Representative working at Captrust in Akron, OH and has over 20 years of experience in the finance industry.
Nathan Bopp (CRD# 3250005) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has over 23 years of experience in the finance industry.
Marcus Borel (CRD# 6404057) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA.
Skyler Borgman (CRD# 6650551) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 7 years of experience in the finance industry.