CAPTRUST

Retirement Planning Firm in San Ramon, CA

Firm Info
Address: 2010 Crow Canyon Pl #210, San Ramon, CA 94583, USA
Phone: (925) 648-4730

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

Get Connected with a Financial Advisor

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Captrust Overview

CAPTRUST is a fee-based registered investment advisory firm that has been in business since 2003. With its headquarters in Raleigh, NC, CAPTRUST offers a range of services to its clients, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm also provides portfolio management for businesses and institutional clients and manages pooled investment vehicles. In addition, CAPTRUST offers clients the option to select other advisors, and the firm publishes periodicals and newsletters to keep clients informed about developments in the industry. As an insurance broker/agent and accounting firm, CAPTRUST is uniquely positioned to provide comprehensive advice to its clients that encompasses all aspects of their financial lives. With its extensive experience and deep expertise, CAPTRUST is committed to helping its clients achieve their long-term financial goals through personalized advice and carefully managed investment portfolios. Whether you are an individual investor, a small business owner, or part of an institutional client, CAPTRUST can provide the guidance and support you need to succeed.

CAPTRUST caters to a diverse range of clients, including individuals, high net worth individuals, banking institutions, investment companies, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. Irrespective of the type of clientele, the firm ensures that every client receives personalized attention and customized investment solutions that align with their unique financial goals and needs. CAPTRUST offers an array of fee structures depending on the service provided. Clients can choose from percentage of AUM, hourly, fixed fees, or performance-based fees. In the percentage of AUM structure, the firm charges a percentage of the total assets they manage on the client's behalf. The hourly fee model charges clients based on the hours spent on the account, while fixed fees offer a set amount for a particular service. Performance-based fees are dependent on how well the investment portfolio performs, aligning the interests of the clients and the firm. CAPTRUST provides clarity around their fee structures to enable clients to better understand what they're paying for and how the charges may affect their investments.

Typical Clients, Fee Structures & Investment Minimum

As an AI language model, I do not have access to specific brochures from CAPTRUST or any other firm. Therefore, I cannot cite the investment minimum for CAPTRUST without access to their brochure. However, it is important to note that investment minimums often vary depending on the type of account, investment strategy, and other factors. Investors are encouraged to review the firm's Part 2 Brochure or other relevant materials to determine the investment minimums that may apply to their particular situation.

How This Office Can Help San Ramon, CA Residents

Edward Jones is an investment firm that offers personalized financial services to clients in Rocklin, CA. One of the most significant ways the company assists its customers in the area is by helping them plan their retirement. Many people living in Rocklin are either nearing or have reached retirement age and need guidance on how to manage their finances during this phase of life. The professionals at Edward Jones can help clients in Rocklin create customized retirement plans that take into account their unique financial needs and goals. Another way Edward Jones assists clients in Rocklin is by offering guidance on how to grow their wealth. Many residents of Rocklin are high earners who are looking for ways to invest their money wisely. The investment firm can provide advice on how to diversify portfolios and make informed investment choices that are aligned with each client's financial goals. Additionally, the company offers investment management services, including mutual fund and stock trading, which can help clients grow their wealth over time.

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 2010 Crow Canyon Pl #210, San Ramon, CA 94583, USA
Phone (925) 648-4730
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.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs