Captrust

RIASEC RegisteredEst. 2003

Total AUM

$1.2T

Discretionary

$320B

26% of AUM

Avg account

$8.4M

Accounts

146,777

Employees

1,841

Advisory reps

958

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 RIA and multi-channel capital allocator that has been registered with the SEC since 2003. The firm serves both individuals and families as well as institutional clients and combines advisory work with ancillary business lines such as insurance brokerage and accounting. Its advisory services span financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting and manager selection, along with periodic publications and educational programming. Captrust reports active ESG investing as part of its approach and employs a range of client fee arrangements, including percentage-of-AUM, hourly, fixed and performance-based structures. The firm’s profile includes repeated industry recognition (examples include CNBC, Financial Times, FA Magazine, and multiple Barron’s listings).