Captrust

RIASEC Registered

Total AUM

$1.2T

Discretionary

$320B

26% of AUM

Avg account

$8.4M

Accounts

146,777

Employees

1,841

Advisory reps

982

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 175112
Registered since: July 11, 2003
Website: www.captrust.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans86.65%
HNWI7.23%
State / Municipal Government2.96%
Charitable Organizations2.03%
Individuals0.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Captrust is an independent registered investment adviser organized as an LLC that acts as both a wealth manager and a capital allocator for individuals, families and institutional clients. The firm is SEC-registered (registered in 2003) and combines portfolio management and financial planning with consulting and fiduciary services, including selection of third‑party managers. Its service mix includes fee‑based AUM charges alongside hourly, fixed and performance‑based fee arrangements. Captrust also markets educational seminars and publishes client communications, and it performs insurance brokerage and accounting activities as part of its client service offering. The firm reports active ESG investing and maintains affiliations across the industry, including broker‑dealer, insurance company and sponsor/GP roles in pooled vehicles. Captrust has been recognized in industry lists and rankings over the past decade, appearing in outlets such as CNBC, Financial Times, FA Magazine, Barron’s (multiple years) and AdvisorHub.