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CAPTRUST
RALEIGH, NC
919-870-6822
SEC #801-62193Total AUM
$1.2T
Employees
1,841Clients
41,750Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4208 SIX FORKS RD
SUITE 1700
RALEIGH
NC 27609
United States
SUITE 1700
RALEIGH
NC 27609
United States
Operating Hours
M-TH 830-530, FRI 830-4
Monday - Friday
Monday - Friday
Phone
919-870-6822
Other Offices
96
Financials
Total AUM
$1.2T
Accounts
146,777Discretionary
$320.2B
Accounts
128,474Non-Discretionary
$916.5B
Accounts
18,303
Clients
Individual Clients
19,698AUM
$6.6B
HNW Individual Clients
18,154AUM
$89.4B
Pooled Vehicle Clients
17AUM
$224.4M
Pension/Profit Sharing Plan Clients
3,523AUM
$1.1T
Charitable Organization Clients
232AUM
$25.1B
Government Entity Clients
49AUM
$36.5B
Insurance Company Clients
10AUM
$1.4B
Corporation or Business Clients
67AUM
$5.9B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 52 other businesses.