Captrust

Captrust offers portfolio management for pooled investment vehicles, portfolio management for individuals and/or small businesses, selection of other advisers, pension consulting services, portfolio management for businesses, publication of periodicals or newsletters, financial planning services and also performs business activities as insurance broker or agent, accountant or accounting firm.

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+1 (919) 870-6822

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Hourly charges

Fixed fees

Performance-based fees

A percentage of assets under management

Hourly charges

Fixed fees

Performance-based fees

Operations

Insurance broker or agent

Accountant or accounting firm

Branches

1,046

Employees

483

Investment Advisors

1,046

Employees

483

Investment Advisors

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+1 (919) 870-6822

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Client Types

Individuals
Companies & Institutions
Government

86.9%

17,227

Account Overview

Assets
Accounts
Assets per Account

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With our trusted network of advisors, we’ll connect you
with up to three established planners in your area.

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