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
Edward Burke (CRD# 1533074) is an Investment Advisor Representative working at Captrust in Foxboro, MA and has over 33 years of experience in the finance industry.
Robert Burkhart (CRD# 6244690) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 9 years of experience in the finance industry.
Christina Burroughs (CRD# 4573436) is an Investment Advisor Representative working at Captrust in Phoenix, AZ and has over 22 years of experience in the finance industry.
Angie Butler (CRD# 2727758) is an Investment Advisor Representative working at Captrust in Roseville, CA and has over 8 years of experience in the finance industry.
Christopher Butz (CRD# 2414730) is an Investment Advisor Representative working at Captrust in Allentown, PA and has over 30 years of experience in the finance industry.
Randy Byard (CRD# 5145601) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 17 years of experience in the finance industry.
David Cacciabeve (CRD# 6462872) is an Investment Advisor Representative working at Captrust in Allentown, PA and has over 9 years of experience in the finance industry.
Robert Caldwell (CRD# 4327111) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 22 years of experience in the finance industry.
Kyle Campbell (CRD# 6082734) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 9 years of experience in the finance industry.
Cara Cannon (CRD# 6199255) is an Investment Advisor Representative working at Captrust in Boston, MA and has over 9 years of experience in the finance industry.