Captrust
Captrust (CRD# 175112) is a financial advisory firm headquartered in Raleigh, NC. They manage $852,173,054,617 in 100,603 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management852,173MILLION
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Martin Brackett (CRD# 4781784) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 19 years of experience in the finance industry.
Lyle Brandt (CRD# 1275304) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 39 years of experience in the finance industry.
Kelly Brothers (CRD# 4687790) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 20 years of experience in the finance industry.
Alexander Brown (CRD# 4784434) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 20 years of experience in the finance industry.
Jean Brown (CRD# 4773364) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 14 years of experience in the finance industry.
Denise Buchanan (CRD# 1284353) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 20 years of experience in the finance industry.
John Buckley (CRD# 1616316) is an Investment Advisor Representative working at Captrust in Boston, MA and has over 33 years of experience in the finance industry.
Jacob Burchfield (CRD# 6071599) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 11 years of experience in the finance industry.
Lon Burford (CRD# 713516) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 38 years of experience in the finance industry.
Edward Burke (CRD# 1533074) is an Investment Advisor Representative working at Captrust in Foxboro, MA and has over 33 years of experience in the finance industry.