4208 Six Forks Rd
Suite 1700
Raleigh, North Carolina 27609
Tel: 919-870-6822
CAPTRUST, formally registered with the SEC as CAPTRUST. The firm was established in 07/11/2003. They have over 70 offices throughout the country.
CAPTRUST is a Raleigh, North Carolina based Financial Planning firm with nearly $714,587,898,072 assets under management, offering retirement planning & investment advisory services to 76254 clients. The firm is staffed with 1338 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 175112 |
SEC# | 801-62193 |
Assets Managed by Firm | $714,587,898,072 |
No. of Clients | 76254 |
No. of Advisors | 1338 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 76254 | $714,587,898,072 |
Individuals (other than high net worth individuals) | 13648 | $4,514,190,891 |
High net worth individuals | 8308 | $37,437,859,888 |
Pension and profit sharing plans | 2706 | $594,248,494,930 |
Charitable organizations | 136 | $13,924,823,464 |
Corporations or other businesses | 162 | $30,295,692,453 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 | |
$38,123,578,794 | 24240 | 264 |
Explore More Retirement Advisors in Raleigh, North Carolina