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Adam Beers

Captrust
11 Years of Experience
Bethlehem, PA
Broker
View SEC Summary
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Adam Beers is a registered investment advisor at Captrust, based in Bethlehem, PA, with 11 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B in assets under management.

Captrust
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
943 advisors
Number of Clients
41,750 clients
Average Client Portfolio
$29.6M average
Assets Under Management
$1236.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.70%

Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

60 W Broad Street, Suite 300, Bethlehem, PA, 18018

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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.

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Employment History
Current Registrations
Captrust
April 2020 - Present · 6 yrs 6 mos
Capfinancial Securities, LLC.
April 2020 - Present · 6 yrs 6 mos
Capfinancial Securities, LLC.Broker
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
July 2018 - April 2020 · 1 yr 9 mos
Northwestern Mutual Investment Services, LLCBroker
July 2018 - April 2020 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - June 2018 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - June 2018 · 2 yrs 7 mos
Morgan Stanley
October 2013 - May 2014 · 7 mos
Morgan StanleyBroker
October 2013 - May 2014 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2013 - October 2013 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - October 2013 · 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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