CAPTRUST

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

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 $852,173,054,617 assets under management, offering retirement planning & investment advisory services to 100603 clients. The firm is staffed with 1554 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175112
SEC#	801-62193
Assets Managed by Firm	$852,173,054,617
No. of Clients	100603
No. of Advisors	1554

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	100603	$852,173,054,617
Individuals (other than high net worth individuals)	17747	$5,741,055,363
High net worth individuals	11258	$46,750,273,502
Pension and profit sharing plans	3008	$750,199,891,297
Charitable organizations	150	$16,923,001,206
Corporations or other businesses	12	$3,011,952,529

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