Alexander Stewart Farquhar

CFA

Captrust

15 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Captrust

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

841 advisors

Number of Clients

36,839 clients

Average Client Portfolio

$29.4M average

Assets Under Management

$1083.1B

Location

71 South Wacker Drive, Suite 3490, Chicago, IL, 60606

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Captrust

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Ellwood

January 2010 - November 2021 · 11 yrs 10 mos

State Registrations2 states

ILTX

Advisor

Exams

No exam information available for this advisor.