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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.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||16|
|Percentage of Advisors Trusted||75%|
|Average Client Balance||$35,194,969|
|Total AUM||$289.7 billion|
|Advisor / Client Ratio||1:42|
|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|