CAPITAL TRUST ADVISORS
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 134174
- Registered since
- July 13, 2021
- Website
- www.capitaltrustadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.9%
- Individuals12.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Capital Trust Advisors LLC is an independent registered investment adviser that began SEC registration in 2021 and is held by an individual owner. The firm serves primarily individuals and families on a fee‑based (percentage of AUM) model and focuses on financial planning and discretionary portfolio management for individuals, small businesses, and certain business or institutional clients. It does not identify as an ESG‑focused manager, does not act as a capital allocator, and does not position itself as a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities28%
- US Government Bonds6%
- Cash & Cash Equivalents4%
Contacts
3 of 4SANFORD LOWENGART
Investment ManagementCRD 2170252
JAMES LAMBERT
Financial AdviserCRD 726677
JOHN GOLDBERG
PrincipalCRD 4340059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 1210 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
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