# CAPTRUST FINANCIAL ADVISORS, LLC

CAPTRUST FINANCIAL ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 41727
- Type: SEC-registered investment adviser
- SEC file number: 801-53502
- 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)

| Name | Role | Location |
| --- | --- | --- |
| DALRYMPLE EDWIN ARCHIBALD JR | CEO | — |
| HEARN MICHAEL DEAN | SECRETARY | — |
| DICKEY FRANK GRAVES III | TREASURER | — |
| BOONE JAMES CHRISTOPHER | CFO, COO | — |
| BARBER WILLIAM FREEMAN | SROP | — |
| NIVENS DONALD EDWARD | CROP; SROP/CROP | — |
| ORIELLY WILLIAM EDWARD | RESEARCH DIRECTOR | — |
| GRANZOW JOHN COOPER | PRESIDENT | — |
| TAPP JAMES MONROE II | COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/41727/brochure
- Similar advisers: https://search.stillhousedata.com/firm/41727/similar
- Related entities: https://search.stillhousedata.com/firm/41727/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/41727

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.