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
James Cannon (CRD# 2218524) is an Investment Advisor Representative working at Captrust in Greenville, SC and has over 32 years of experience in the finance industry.
Alison Carpenter (CRD# 6331546) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 7 years of experience in the finance industry.
Kathaleen Carroll-Coelho (CRD# 5329185) is an Investment Advisor Representative working at Captrust in Boston, MA and has over 16 years of experience in the finance industry.
Marc Casiano (CRD# 4501623) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 20 years of experience in the finance industry.
Karen Casillas (CRD# 1494183) is an Investment Advisor Representative working at Captrust in Westlake Village, CA and has over 23 years of experience in the finance industry.
Heather Caussade (CRD# 6991531) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has 1 year of experience in the finance industry.
Mark Chamberlain (CRD# 1655738) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 25 years of experience in the finance industry.
Jeremy Chambers (CRD# 5724841) is an Investment Advisor Representative working at Captrust in Southfield, MI and has over 14 years of experience in the finance industry.
Kevin Chang (CRD# 5902568) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 10 years of experience in the finance industry.
Edward Cheatham (CRD# 6016615) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 12 years of experience in the finance industry.