CAPTRUST Review


Trust Score 84%
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CAPTRUST, federally registered in 2003, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 192 advisors. CAPTRUST manages $274 billion and provides investment advisory services for 3,719 clients (1:20 advisor/client ratio).

CAPTRUST requires a $50,000 minimum investment and charges a blended rate between 2.25% and 1.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 20 clients (industry average 1:50)

Considerations


  • Firm has been federally registered for only 15 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $274 billion
Average Account AUM $73,670,191
Hybrid Advisor Yes
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $1,125
Advisor / Client Ratio 1:20
Headquarters Raleigh, NC
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 2.25%
$500,001 to $1,000,000 2.00%
$1,000,001 to $2,000,000 1.75%
$2,000,001 to $5,000,000 1.25%
$5,000,001+ 1.00%


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