Captrust Financial Advisors, LLC is a large advisory firm based in Charlotte. It manages $1.05 billion of regulatory assets for 2,613 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 40 other states.
Captrust Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Captrust Financial Advisors, LLC is $1.05 billion. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Captrust Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Cooper Granzow has been acting as President since 1 Oct 1999. Donald Edward Nivens joined the executive team most recently as the Crop.
The principal office where Captrust Financial Advisors, LLC performs its advisory services is located at Ijl Financial Center, Charlotte, NC 28202, which is also the mailing address of the firm. An additional office of the firm is in West Palm Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-379-7850 or by fax 704-379-9076. The normal business hours are 8:00 - 5:00 est on Monday - Friday. You can find more information about the New York firm at www.captrust.com.