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

949

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 operates as an independent registered investment adviser organized as an LLC and has been SEC-registered since 2003. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional and pooled-vehicle investors. Its advisory offerings span financial planning, portfolio management for individuals and businesses, pension consulting, selection of sub-advisers, and client education through publications and seminars. The firm also conducts ancillary business as an insurance broker and accountant, and its public materials identify affiliations with broker-dealers, insurance companies, and pooled-vehicle sponsorship/management. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed, and performance-based structures. Captrust reports being an active ESG investor and has appeared on multiple industry lists, including Barron’s Top 100 RIA Firms (2021–2024), Financial Times Top 300 RIAs (2020), CNBC Top 100 Financial Advisory Firms (2019), and AdvisorHub’s 50 RIA Firms to Watch (2026).