CAPTRUST

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Last updated: February 17th, 2020. Data source: SEC filings.

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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
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 16
Percentage of Advisors Trusted 75%
Minimum Investment $50,000
Average Client Balance $35,194,969
Total AUM $289.7 billion
Advisor / Client Ratio 1:42
Headquarters Raleigh, NC
SEC Filings View SEC IAPD 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, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

SEC data accurate as of 02/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use. Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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