Phillip Epting is a CFP-designated registered investment advisor at Captrust, based in Greensboro, NC, with 11 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
628 Green Valley Rd., Ste. 206, Greensboro, NC, 27408
Get directionsHistory
Regulatory History (1)
Criminal
October 2007Other Business Activities
Phillip is the managing member of East Bend Holdings LLC, a rental property business, since 2022. He dedicates minimal time to managing the office park.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.
Capfinancial Securities, LLC.Broker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations1 state
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.