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CAPTRUST

4208 Six Forks Rd
Suite 1700
Raleigh, North Carolina 27609
Tel: 919-870-6822

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About CAPTRUST

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.

Firm Information

SEC Current StatusApproved
Firm CRD#175112
SEC#801-62193
Assets Managed by Firm$714,587,898,072
No. of Clients76254
No. of Advisors1338

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total76254$714,587,898,072
Individuals (other than high net worth individuals)13648$4,514,190,891
High net worth individuals8308$37,437,859,888
Pension and profit sharing plans2706$594,248,494,930
Charitable organizations136$13,924,823,464
Corporations or other businesses162$30,295,692,453

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