CAPTrust

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Total assets under management

$1,083,051,008,644

Total clients

33,011

43% high-net worth

Total advisors

816

of 1,723 employees

Firm size

Institution

2,000+ advisors or $250B+ in AUM

Average clients per advisor

Average account size

$32,808,791

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

CAPTrust

4208 Six Forks Rd, Suite 1700

Raleigh NC 27609, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 919-870-6822

Advisors at this firm

Reid B

Series 66

Charlotte, NC

CAPTrust

Reid Barber is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial priorities and develop personalized investment strategies aimed at pursuing their goals. He provides advice on a range of topics including investing, retirement planning, and preparing for unexpected financial needs. Additionally, Reid connects clients with banking and lending services through Bank of America. Reid holds a Bachelor's Degree from the University of North Carolina System and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His approach centers on integrating all aspects of a client’s financial life to help prioritize and address their most important objectives.

General retirement planning Wealth management Passive / index investing

Theodore E

Series 63, Series 66

Minnetonka, MN

CAPTrust

Austin D

Series 65

The Woodlands, TX

CAPTrust

Alexander R

Series 65

Phoenix, AZ

CAPTrust

Lawrence C

Series 65

Raleigh, NC

CAPTrust

Matthew B

CFP®, Series 63, Series 65

Brentwood, TN

CAPTrust

Doug J

CFP®, Series 66

Leawood, KS

CAPTrust

Lee Ann I

Series 63, Series 65

San Antonio, TX

CAPTrust

Heidi S

Series 65

Raleigh, NC

CAPTrust

Lindsay A

Series 66

Lake Success, NY

CAPTrust

Travis G

CFP®, Series 63, Series 66

St. Paul, MN

CAPTrust

Aaron D

Series 65

Uniontown, OH

CAPTrust

Jacob L

CFA®

Darnestown, MD

CAPTrust

Sabine V

Series 63, Series 65

Charlotte, NC

CAPTrust

Jared M

CFP®

Uniontown, OH

CAPTrust

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