Overview
Assets Under Management: $357 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 106
Average Client Assets: $3 million
Frequently Asked Questions
CAPITAL TRUST ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134174), CAPITAL TRUST ADVISORS is subject to fiduciary duty under federal law.
CAPITAL TRUST ADVISORS is headquartered in SAN RAFAEL, CA.
CAPITAL TRUST ADVISORS serves 106 high-net-worth clients according to their SEC filing dated December 23, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL TRUST ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CAPITAL TRUST ADVISORS manages $357 million in client assets according to their SEC filing dated December 23, 2025.
According to their SEC Form ADV, CAPITAL TRUST ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 587
Discretionary Accounts: 587
Regulatory Filings
CRD Number: 134174
Filing ID: 2035512
Last Filing Date: 2025-12-23 16:51:06
Website: 2