CAPTRUST Review


Trust Score 90%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

CAPTRUST, federally registered in 2003, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 200 advisors. CAPTRUST manages $289.7 billion and provides investment advisory services for 8,230 clients (1:42 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $50,000
Average Client Balance $35,194,969
Hybrid Advisor Yes
Disciplinary History No
Total AUM $289.7 billion
Advisor / Client Ratio 1:42
Headquarters Raleigh, NC
SEC Filings Forms and Brochures    (CRD # 175112)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


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