CAPTRUST WEALTH ADVISORS

RIASEC RegisteredEst. 2015

Total AUM

$2B

Discretionary

$2B

99% of AUM

Avg account

$670K

Accounts

2,988

Employees

Advisory reps

Firm details

Headquarters: HOLLAND, Michigan
CRD number: 173736
Registered since: January 2, 2015
Website: www.ctfa.com
Custodians: PERSHING LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI71.27%
Charitable Organizations9.73%
Corporations / Businesses9.29%
Individuals8.66%
Pension & Profit Sharing Plans1.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Captrust Wealth Advisors is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm combines financial planning with discretionary portfolio management and the selection of third‑party advisers, and it offers services that include portfolio management for individuals, small businesses and institutions, plus pension consulting services. Its fee model blends percentage‑of‑AUM charges with fixed fees. Investment approach leans toward a core public-funds-based solution—public funds and mutual funds represent the single largest asset bucket—supplemented by a meaningful allocation to outsourced alternative managers. The firm is not an active ESG investor. Captrust Wealth Advisors has appeared on industry lists including Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIAs (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).