Wealth Manager
    SEC Registered
    Manages Private Funds

    Captrust Wealth Advisors

    Registered investment advisor · Holland, Michigan · CRD #173736

    Assets Under Management
    $2B
    Client Accounts
    2,988
    Employees
    26
    CRD Number
    173736
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Captrust Wealth Advisors

    CAPTRUST Wealth Advisors offers investment advisory, financial planning, and tax services, backed by a large team of specialists. They provide asset allocation, manager selection, and performance measurement. Their proprietary software, WealthView, supports comprehensive wealth planning.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Captrust Wealth Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Captrust Wealth Advisors's AUM?

    Captrust Wealth Advisors reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Captrust Wealth Advisors headquartered?

    Captrust Wealth Advisors is headquartered in Holland, Michigan.

    What is Captrust Wealth Advisors's CRD number?

    Captrust Wealth Advisors's CRD number is 173736. 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 Wealth Advisors manage?

    Captrust Wealth Advisors manages approximately 2,988 client accounts according to its latest SEC filing.

    Is Captrust Wealth Advisors SEC registered?

    Yes, Captrust Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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