CAPTRUST Advisors

EST. AUM
$1,236,704,853,633

CONTACTS
212

CLIENT ACCOUNTS
146,777

Firm Details

Metro area Raleigh
CRD Number 175112
Website captrust.com
Client types

Overview

CAPTRUST has $630B in client assets under advisement and $98B clients under management across both institutional and high net worth advisory businesses. with 76 locations with the strength of a national fir, they are dedicated to providing objective fiduciary advice. Within their institutional practice, they are advising DC plans, Endowments, Foundations, and Pensions. Their high net worth business has been growing through recent acquisitions. At CAPTRUST, the central research team is responsible for all research, especially on the institutional side. They recommend that sales professionals fill manager databases regularly with updated firm and product data while also communicating directly with current pitch decks or fact sheets. CAPTRUST finds that easy access to this information assists them in their research process and helps managers be well positioned for a thorough review. Overall, CAPTRUST relies on a recommended list. The list is widely used within their institutional business whereas the high net worth side will utilize discretionary models that are composed of select recommended products. For emerging managers, CAPTRUST has historically looked at young strategies with low asset levels. With the exception of one analyst in Tampa, the research team is based in Raleigh. Knowing who covers mutual funds versus who covers SMA's is key. Alternatives are a growing part of the business within both advisory channels. The team is extremely approachable and transparent so starting a dialogue with all asset class heads will get a sales professional into the flow of their thinking and search activity. You'll find Michael Knowles at the main office. But you'll find Seth Vermillion in Tampa. You'll find Ben Napier in Austin, Texas, Southwest Money Management, a team they acquired. Ben will cover international strategies. Charlie MacBain on the alternatives side. CAPTRUST continues to expand their Boston presence with the acquisition of Aevitas Wealth Management with $567 M AUM in May 2023

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CAPTRUST Advisors

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