CAPTRUST

Retirement Planning Firm in Delmont, PA

Firm Info
Address: 542 Rugh St #1000, Greensburg, PA 15601, USA
Phone: (724) 830-8800

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

* required fields

Captrust Overview

CAPTRUST is a fee-based registered investment advisory firm based in Raleigh, NC. They have been in the business of providing investment advice since 2003. In addition to offering financial planning services, CAPTRUST also specializes in portfolio management for individuals and small businesses, as well as pooled investment vehicles. The firm is well-equipped to handle portfolio management for larger businesses and institutional clients, too. CAPTRUST also offers pension consulting services, which can be an incredibly important aspect of financial planning for those nearing retirement age. This includes helping clients navigate the complex legal requirements around setting up and maintaining a pension plan. One unique service offered by CAPTRUST is the selection of other advisors. This can be helpful for those who are overwhelmed by the sheer number of investment advisors available and don't know who to trust. CAPTRUST can use their expertise to help select the right advisor for you. Finally, CAPTRUST publishes periodicals and newsletters, which can be a great way to stay up-to-date on the latest financial news and trends. All in all, CAPTRUST is a well-rounded investment advisory firm that offers a wide variety of services to help clients achieve their financial goals.

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 Delmont, PA Residents

CAPTRUST is a wealth management firm that provides tailored financial advice and solutions to individuals and businesses. For clients in Delmont, PA, CAPTRUST offers a range of services such as retirement planning, investment management, estate planning, and tax planning. The firm understands the unique financial situations that people in Delmont may face, such as high property taxes, unexpected medical expenses, and the need to save for retirement or college tuition. For those nearing retirement, CAPTRUST can help create a personalized plan that accounts for potential healthcare costs, inflation, and the need to provide for loved ones. The firm can also help manage investments to ensure that clients are making the most out of their assets while minimizing risk. Additionally, CAPTRUST can assist with estate planning, including the creation of wills and trusts, to ensure that assets are protected and distributed according to clients' wishes. With its extensive knowledge, personalized approach, and commitment to putting the client's needs first, CAPTRUST is an excellent choice for those needing financial guidance in Delmont, PA.

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 542 Rugh St #1000, Greensburg, PA 15601, USA
Phone (724) 830-8800
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 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.