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
William Chitwood (CRD# 6420530) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 9 years of experience in the finance industry.
Benjamin Christensen (CRD# 4885703) is an Investment Advisor Representative working at Captrust in Wichita, KS and has over 19 years of experience in the finance industry.
Kyle Clark (CRD# 6596376) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 7 years of experience in the finance industry.
Hugh Cole (CRD# 4179993) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 23 years of experience in the finance industry.
Peter Coleman (CRD# 4314392) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 22 years of experience in the finance industry.
Ryan Colkitt (CRD# 7026681) is an Investment Advisor Representative working at Captrust in Bellevue, WA and has over 5 years of experience in the finance industry.
John Collins (CRD# 5164954) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 17 years of experience in the finance industry.
Dale Connors (CRD# 1522386) is an Investment Advisor Representative working at Captrust in Greenwood Village, CO and has 1 year of experience in the finance industry.
Maura Copsey (CRD# 2902671) is an Investment Advisor Representative working at Captrust in Greenville, SC and has over 26 years of experience in the finance industry.
Adam Cork (CRD# 5444367) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 11 years of experience in the finance industry.