Assets Under Management
$1083.1B
Number of Clients
36,839
Number of Advisors
841
Average Client AUM
$29.4M
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
CAPTRUST Financial Advisors offers discretionary and non-discretionary investment advisory services to institutional clients such as retirement plan sponsors, endowments, and religious organizations. They provide services like investment policy development, performance measurement, and investment selection. CAPTRUST also offers CAPTRUST Advice Solutions and CAPTRUST At Work programs.
4208 Six Forks Rd, Suite 1700, Raleigh, NC, 27609