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CAPTRUST
CAPFINANCIAL PARTNERS, LLC
CRD 175112 · SEC 801-62193
4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC, 27609, United States
Phone
919-870-6822
Fax
919-870-8891
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.24T
Discretionary AUM
$320.18B
Team
1841 total employees; 885 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19698 | $6.61B |
| High net worth individuals | 18154 | $89.36B |
| Pooled investment vehicles | 17 | $224.4M |
| Pension/profit sharing plans | 3523 | $1.07T |
| Charitable organizations | 232 | $25.08B |
| State/municipal entities | 49 | $36.55B |
| Insurance companies | 10 | $1.38B |
| Corporations/business entities | 67 | $5.91B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD