CAPTRUST

Latest filing: May 08, 2025 (61 days ago)
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AUM

$1,083,051,008,644
27% change vs. 1 year ago
65% change vs. 3 years ago
274% change vs. 5 years ago
832% change vs. 10 years ago

Employee Count

1,723
11% change vs. 1 year ago
65% change vs. 3 years ago
235% change vs. 5 years ago
449% change vs. 10 years ago

Main Office

RALEIGH, NC
4208 SIX FORKS RD, RALEIGH, NC, UNITED STATES, 27609

Client AUM

Discretion AUM
Discretionary $237.3
Non-Discretionary $845.8
Total $1,083.1
Client AUM
Retail $74.3
Pooled $0.0
Institutional $1,008.7
Total $1,083.1
Retail Accounts AUM
Individual 18,652 $6.1
Average Individual AUM $327,675
HNW 14,359 $68.2
Average HNW AUM $4,750,477
Retail Total 33,011 $74.3
Average Retail AUM $2,251,489

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $1,083.1
Retail SMA AUM $74.3
Institutional SMA AUM $1,008.7
Asset Class % AUM
Equity Exch 11% $119.1
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 1% $10.8
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 49% $530.7
Other Pools 18% $194.9
Cash 3% $32.5
Other 19% $205.8
Total 101% $1,093.9

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
ENGRAVE WEALTH PARTNERS, LLC $0.0 289344
COLUMN CAPITAL ADVISORS, LLC $0.0 135118
TRUTINA FINANCIAL, L.L.C. $0.0 148866
CAPFINANCIAL SECURITIES, LLC. $0.0 broker-dealer 126291

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

32 active

Name Title
MILLER, JAMES, FIELDING CHIEF EXECUTIVE OFFICER, DIRECTOR, BOARD OF MANAGERS
HOYLE, WILSON, SMITH MANAGING DIRECTOR, BOARD OF MANAGERS
GOLDSTEIN, BENJAMIN, STUART PRESIDENT, BOARD OF MANAGERS
BUCHANAN, DENISE, MCGEE SENIOR DIRECTOR, COMPLIANCE
SHOFF, DERICK, DON MANAGING DIRECTOR
SOLOMON, ROBERT, G BOARD OF MANAGERS
MATHESON, SCOTT, THOMAS MANAGING DIRECTOR
MARKELL-BALLEZA, CHRISTINA MANAGING DIRECTOR, GENERAL COUNSEL, BOARD OF MANAGERS
MEYER, JONATHAN, SETH CHIEF TECHNOLOGY OFFICER
CURRY, JOHN, DAVID CHIEF MARKETING OFFICER
FRANCHER, MARK, JOHN CHIEF HUMAN RESOURCES OFFICER
VOGELZANG, MICHAEL, JAMES MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER
MILLER, ROBERT, A CHIEF FINANCIAL OFFICER
ROCHE, COLLIN, EDWARD BOARD OF MANAGERS
SMITH, DASHA, MARIE BOARD OF MANAGERS
WILSON, MARK, SANFORD BOARD OF MANAGERS
WELCH, EDWARD, VIRGIL MANAGING DIRECTOR
JAROCKI, MARGARET, A SENIOR DIRECTOR
HOLLANDER, MICHAEL, S BOARD OF MANAGERS
LEDDY, ANN CHIEF COMPLIANCE OFFICER
BURR, JAMES BOARD OF MANAGERS
REDETT, JOHN, CHRISTOPHER BOARD OF MANAGERS
MCCONNELL, KALEN, JAMES BOARD OF MANAGERS

ADVDB.CO • SOURCE: SEC

Representatives

717 active representatives found, showing 20 random

Name City State Exams Designations
IAN VERNON RALEIGH NC S66|2018-11-07
KEVIN LAWSON RALEIGH NC CERTIFIED FINANCIAL PLANNER
KATHERINE JOHNSTON RALEIGH NC
ASHLEY CORLEY RALEIGH NC S65|2013-11-02
GARY DAVIS RALEIGH NC S63|1995-08-31|S65|1995-09-15
MATTHEW TAYLOR RALEIGH NC S66|2006-03-24
JOSEPH OSSEY RALEIGH NC S66|2008-11-21
KWAME JAMES RALEIGH NC S63|2013-09-16|S65|2020-12-28 CHARTERED FINANCIAL ANALYST
SCOTT GORDON RALEIGH NC S63|1992-12-08
DANIEL LOWE RALEIGH NC S66|2003-08-11
SON LE RALEIGH NC CHARTERED FINANCIAL ANALYST
DAVID ENENBACH RALEIGH NC S65|2005-11-23
JILL JOHNSON RALEIGH NC CERTIFIED FINANCIAL PLANNER
AMY RESNIC RALEIGH NC S63|1993-10-25|S66|2001-04-06|S65|2014-11-21
MICHAEL VALONE RALEIGH NC CHARTERED FINANCIAL ANALYST
DAVID YORK RALEIGH NC S66|2004-01-02
MARTIN BRACKETT RALEIGH NC S63|2004-08-17 CHARTERED FINANCIAL ANALYST
MICHAEL VOGELZANG RALEIGH NC S63|1992-01-07|S65|1992-01-30 CHARTERED FINANCIAL ANALYST
JOHN GARRETT RALEIGH NC S63|1988-10-21|S66|2000-04-07
GARY SAVAGE RALEIGH NC S65|2001-10-30 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $1,083.1 $0.0 0% 1,723 0 0%
2025-04-21 $1,083.1 $0.0 0% 1,723 0 0%
2024-04-02 $852.2 $230.9 27% 1,554 169 11%
2023-04-04 $714.6 $368.5 52% 1,338 385 29%
2022-04-01 $655.1 $428.0 65% 1,046 677 65%
2021-04-05 $450.0 $633.0 141% 785 938 119%
2020-04-01 $289.7 $793.4 274% 515 1,208 235%
2019-04-01 $289.7 $793.4 274% 515 1,208 235%
2018-04-02 $274.0 $809.1 295% 412 1,311 318%
2017-04-01 $213.5 $869.6 407% 365 1,358 372%
2016-04-01 $173.6 $909.5 524% 352 1,371 389%
2015-04-01 $116.2 $966.8 832% 314 1,409 449%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NC, AK-03/30/2018, AL-09/07/2007, AR-03/30/2009, AZ-09/11/2007, CA-05/04/2007, CO-04/21/2009, CT-02/14/2008, DC-05/04/2007, DE-03/01/2012, FL-07/28/2003, GA-07/31/2003, HI-09/07/2011, IA-01/03/2011, ID-12/12/2017, IL-05/17/2007, IN-03/25/2008, KS-03/30/2009, KY-05/02/2007, LA-07/31/2003, MA-01/08/2008, MD-05/02/2007, ME-12/15/2006, MI-05/04/2007, MN-03/30/2009, MO-03/30/2009, MS-07/31/2003, MT-12/12/2017, NC-07/11/2003, ND-04/05/2018, NE-03/01/2012, NH-05/02/2007, NJ-09/15/2003, NM-11/11/2013, NV-03/29/2010, NY-07/31/2003, OH-05/04/2007, OK-03/01/2012, OR-04/05/2018, PA-01/05/2007, PR-09/30/2019, RI-03/01/2012, SC-07/31/2003, SD-07/17/2017, TN-05/07/2007, TX-08/12/2003, UT-03/01/2012, VA-07/31/2003, VT-05/02/2007, WA-03/30/2009, WI-03/25/2008, WV-11/11/2013, WY-07/12/2017
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
NEWSLETTERS
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES
INSURANCE AGENT
ACCOUNTING FIRM

ADVDB.CO • SOURCE: SEC FORM ADV