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
Ericka Cork (CRD# 6329004) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 7 years of experience in the finance industry.
Ashley Corley (CRD# 5900950) is an Investment Advisor Representative working at Captrust in Bellevue, WA and has over 10 years of experience in the finance industry.
Beth Cornell (CRD# 3014827) is an Investment Advisor Representative working at Captrust in Lone Tree, CO and has over 18 years of experience in the finance industry.
Kim Cornwell (CRD# 868361) is an Investment Advisor Representative working at Captrust in San Antonio, TX and has over 37 years of experience in the finance industry.
Andrew Costello (CRD# 6881880) is an Investment Advisor Representative working at Captrust in Roseville, CA and has over 6 years of experience in the finance industry.
Rosanne Costello (CRD# 1098979) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 40 years of experience in the finance industry.
Michael Coyne (CRD# 6618758) is an Investment Advisor Representative working at Captrust in Bellevue, WA and has over 7 years of experience in the finance industry.
Terence Crowgey (CRD# 2248364) is an Investment Advisor Representative working at Captrust in Roanoke, VA and has over 31 years of experience in the finance industry.
Amanda Crowgey Wells (CRD# 5483491) is an Investment Advisor Representative working at Captrust in Roanoke, VA and has over 10 years of experience in the finance industry.
Ellen Crowley (CRD# 2713927) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 28 years of experience in the finance industry.