CAPTRUST WEALTH ADVISORS

85 E 8th Street
Suite 150
Holland, Michigan 49423
Tel: (616) 392-5332

About CAPTRUST WEALTH ADVISORS

CAPTRUST WEALTH ADVISORS, formally registered with the SEC as CAPTRUST WEALTH ADVISORS. The firm was established in 01/02/2015. They have over 1 offices throughout the country.

CAPTRUST WEALTH ADVISORS is a Holland, Michigan based Financial Planning firm with nearly $1,889,548,733 assets under management, offering retirement planning & investment advisory services to 2912 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173736
SEC#	801-80687
Assets Managed by Firm	$1,889,548,733
No. of Clients	2912
No. of Advisors	26

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2912	$1,889,548,733
Individuals (other than high net worth individuals)	518	$185,319,507
High net worth individuals	321	$1,239,485,121
Pension and profit sharing plans	8	$18,676,861
Charitable organizations	30	$168,878,269
Corporations or other businesses	25	$277,188,975

More Retirement Planning firms in Holland, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

Explore More Retirement Advisors in Holland, Michigan

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.