CAPTRUST

Retirement Planning Firm in Lake Mary, FL

Firm Info
Address: 801 International Parkway 5th Floor, Lake Mary, FL 32746, USA
Phone: (407) 505-4556

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 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, a leading financial advisory firm, caters to a diversified range of clients across various domains. The firm's clientele includes 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. CAPTRUST's client-centric approach is unparalleled, as the firm takes into consideration an individual's unique requirements and comes up with tailor-made solutions to help them achieve their financial goals. To facilitate easy, hassle-free transactions, CAPTRUST offers a range of fee structures that cater to different services provided. The firm charges a percentage of the assets under management (AUM) for its advisory services. The hourly fee structure is available for clients who prefer to pay on an hourly basis for specific services availed. In addition, fixed fees are offered for select services to ensure transparency and predictability of costs. Furthermore, performance-based fees are also available to encourage an alignment of interest between the firm and its clients and to reward good performance. The firm's flexibility in offering various fee structures is a significant factor in ensuring that clients have access to financial advisory services that suit their unique financial needs and requirements.

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 Lake Mary, FL Residents

CAPTRUST is a leading investment advisory firm that assists clients in Lake Mary, FL by providing personalized financial and investment advice. The team of trusted advisors at CAPTRUST understands that each client has unique financial needs and goals, and works closely with them to design a customized investment strategy to fit their specific situation. Whether someone is looking to invest for retirement, grow their wealth, or manage their portfolio, CAPTRUST provides comprehensive investment planning services to help clients reach their financial goals. Located in the heart of Central Florida, Lake Mary residents may face unique financial challenges such as market volatility and fluctuating property values. The experienced advisors at CAPTRUST understand the local financial landscape and work closely with clients to develop a personalized investment plan that addresses their specific needs. Additionally, they provide ongoing support and guidance to ensure that their clients' investments remain aligned with their financial goals. Overall, CAPTRUST's personalized approach to investment management provides clients in Lake Mary, FL with the knowledge and confidence to navigate the complex financial landscape with ease.

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 801 International Parkway 5th Floor, Lake Mary, FL 32746, USA
Phone (407) 505-4556
Opening Hours
  • Mon 8:30 AM–5:30 PM
  • Tue 8:30 AM–5:30 PM
  • Wed 8:30 AM–5:30 PM
  • Thu 8:30 AM–5:30 PM
  • Fri 8:30 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.