CAPTRUST FINANCIAL ADVISORS, LLC

CAPTRUST FINANCIAL ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 41727). Regulatory assets under management: $1.0B.

Registration

• CRD: 41727
• SEC file number: 801-53502
• Type: Registered investment adviser
• Location: IJL FINANCIAL CENTER, 201 NORTH TRYON STREET, CHARLOTTE, NC, 28202
• Phone: 704-379-7850
• Latest filing: 2002-06-06
• Regulatory AUM: $1.0B
• Discretionary AUM: $312.8M
• Non-discretionary AUM: $736.8M
• Clients: 51
• Accounts: 2,613

Officers, owners & control persons (9)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 41727 on SEC IAPD (source of record)
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