Captrust
Raleigh, NC·SEC-registered · CRD #175112
Captrust is an SEC-registered investment advisory firm in Raleigh, NC managing $1.2T across 165k client accounts, with 885 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2T
Client accounts
165k
Advisory staff
885
Fee model
Fee-based
How Captrust is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Captrust
How much does Captrust manage?
Per its most recent SEC Form ADV filing (05/27/2026), Captrust reports $1.2T in regulatory assets under management across roughly 165k client accounts.
How does Captrust charge?
Captrust is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Captrust a fiduciary?
Yes. Captrust is registered with the U.S. Securities and Exchange Commission (CRD #175112), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Captrust taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Captrust and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Captrust's public SEC Form ADV filing (CRD #175112, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Captrust. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Captrust? Claim this profile.