Overview
Assets Under Management: $1.9 billion
Headquarters: HOLLAND, MI
High-Net-Worth Clients: 321
Average Client Assets: $4 million
Frequently Asked Questions
CAPTRUST WEALTH 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 #173736), CAPTRUST WEALTH ADVISORS is subject to fiduciary duty under federal law.
CAPTRUST WEALTH ADVISORS is headquartered in HOLLAND, MI.
CAPTRUST WEALTH ADVISORS serves 321 high-net-worth clients according to their SEC filing dated November 26, 2025. View client details ↓
According to their SEC Form ADV, CAPTRUST WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CAPTRUST WEALTH ADVISORS manages $1.9 billion in client assets according to their SEC filing dated November 26, 2025.
According to their SEC Form ADV, CAPTRUST WEALTH ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 321
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.60
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,912
Discretionary Accounts: 2,905
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 173736
Filing ID: 2029432
Last Filing Date: 2025-11-26 09:05:13
Website: 0