Captrust
Registered investment advisor · Raleigh, North Carolina · CRD #175112
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Captrust
CAPTRUST is a leading fee-based financial advisory firm based in Raleigh, North Carolina, founded in 1986 by Fielding Miller. With over $1 trillion in assets under management and administration as of 2024, CAPTRUST is one of the largest advisory firms in the United States. The firm is dedicated to enriching the lives of clients, colleagues, and communities through sound financial advice and exceptional service. CAPTRUST provides a wide range of financial services, including investment managemen
Fee Structure
Frequently Asked Questions
What is Captrust's AUM?
Captrust reports approximately $1.2T in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Captrust headquartered?
Captrust is headquartered in Raleigh, North Carolina.
What is Captrust's CRD number?
Captrust's CRD number is 175112. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Captrust manage?
Captrust manages approximately 146,777 client accounts according to its latest SEC filing.
Is Captrust SEC registered?
Yes, Captrust is registered with the SEC as an investment adviser with an approved registration status.
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