CAPTRUST

Retirement Planning Firm in Addison, TX

Firm Info
Address: 14643 Dallas Pkwy #320, Dallas, TX 75254, USA
Phone: (214) 361-4458

Firm Size
Assets Under Management: $655 billion
# of Advisors: 520
# of Clients: 58,162
Client to Advisor Ratio: 112:1
Average Account Size: $11.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Investment Companies
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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Captrust Overview

CAPTRUST is a fee-based registered investment advisory firm headquartered in Raleigh, NC. Established in 2003, the firm has been serving clients for over a decade. They provide a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. Additionally, they offer portfolio management for businesses or institutional clients and are known for their expertise in selecting other advisors. CAPTRUST is not only an investment advisory firm; they are also an insurance broker/agent and an accounting firm. This multi-disciplinary approach allows the firm to provide comprehensive financial solutions to their clients. Their expertise in areas beyond investment advice, such as insurance and accounting, adds value to their services and sets them apart from other firms. In addition to their portfolio management services, CAPTRUST also offers the publication of periodicals or newsletters. This demonstrates their commitment to providing valuable information to their clients and staying up-to-date with industry trends. Overall, CAPTRUST is a well-established advisory firm with a wide range of services to meet the needs of individuals, businesses, and institutions.

CAPTRUST offers a range of financial services to clients from various backgrounds. The firm caters to individuals and high net worth individuals seeking investment advice and asset management strategies. Moreover, CAPTRUST also serves institutional clients, such as banking institutions, investment companies, pension or profit sharing plans, charitable organizations, state or municipal government entities, and insurance companies. Apart from these clients, CAPTRUST also offers services to other corporation types not listed. CAPTRUST provides different fee structures depending on the nature of the services provided. Clients can choose to pay a percentage of their assets under management (AUM) fee. This option is suitable for long-term clients who need portfolio management. Alternatively, clients can pay hourly for advice or specific services, and the rate will depend on the type of expertise required. Fixed fees are also available and are based on the complexity of the services required by clients. Finally, CAPTRUST also offers performance-based fees, which means the fee paid is tied to the returns on the client's investment. This option is ideal for those who want their investment manager to be incentivized to increase their portfolio's profitability.

Typical Clients, Fee Structures & Investment Minimum

As an AI language model, I do not have access to other brochures or external sources. However, I can assist you in searching for information within the given Part 2 Brochure of the listed company. Based on the note about investment minimum in the CAPTRUST Part 2 Brochure, it is not mentioned. Therefore, the brochure does not provide any information about the firm's investment minimum.

How This Office Can Help Addison, TX Residents

CAPTRUST is a financial advisory firm that helps clients in Addison, TX with a wide range of financial situations. Addison is a community that is known for its thriving businesses and high-quality living, which often leads to a more complex financial situation for its residents. CAPTRUST can help with everything from retirement planning to investment management to estate planning. Many clients in Addison may be focused on retirement planning as they near the end of their careers. CAPTRUST can help clients plan for retirement by analyzing their income, expenses, and projected expenses in retirement. They can also provide guidance on when to start taking Social Security benefits and how to maximize those benefits. Additionally, CAPTRUST can help clients with investment management, so they can make the most of their retirement savings. Another area where CAPTRUST can assist clients in Addison is estate planning, helping them protect their assets and transfer wealth to future generations. With the expertise and experience of CAPTRUST, residents of Addison can feel confident in their financial planning and future financial success.

To view the Minimum Investment and Fee Schedule for Captrust, visit their Part 2 Brochure.

Services Offered by Captrust

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Captrust most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 14643 Dallas Pkwy #320, Dallas, TX 75254, USA
Phone (214) 361-4458
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC 27609, United States

This firm has no other locations.

State Registrations

Captrust is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Captrust does not have any disclosures. Please visit it's Form ADV for more details.