{
  "crd_number": 175112,
  "slug": "captrust-raleigh-nc-175112",
  "primary_business_name": "CAPTRUST",
  "legal_name": "CAPFINANCIAL PARTNERS, LLC",
  "dbas": [
    "1776 ADVISOR GROUP",
    "CAPTRUST",
    "CAPTRUST FINANCIAL ADVISORS",
    "COMPASS ADVISORY GROUP LLC",
    "FAMILY OFFICE RISK ADVISORS",
    "LONG ISLAND WEALTH MANAGEMENT",
    "STRATEGIC ADVISOR GROUP",
    "TRIANGE RETIREMENT SOLUTIONS"
  ],
  "city": "Raleigh",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "39580",
  "metro": {
    "cbsa_code": "39580",
    "common_name": "Raleigh",
    "msa_name": "Raleigh-Cary, NC",
    "path": "/advisors/nc/raleigh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-07-11",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 1236704853633.0,
  "raum_discretionary": 320175961012.0,
  "raum_non_discretionary": 916528892621.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 1841,
  "advisory_employees": 885,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 25076916036.0,
      "count": 232
    },
    "individuals": {
      "raum": 6609218504.0,
      "count": 19698
    },
    "state_municipal": {
      "raum": 36546135626.0,
      "count": 49
    },
    "insurance_companies": {
      "raum": 1382914861.0,
      "count": 10
    },
    "pension_profit_sharing": {
      "raum": 1071600410597.0,
      "count": 3523
    },
    "high_net_worth_individuals": {
      "raum": 89355583796.0,
      "count": 18154
    },
    "pooled_investment_vehicles": {
      "raum": 224431228.0,
      "count": 17
    },
    "corporations_other_businesses": {
      "raum": 5909242985.0,
      "count": 67
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://captrust.com",
    "https://captrustatwork.com",
    "https://captrustcommunityfoundation.org",
    "https://compassadvisors.com",
    "https://facebook.com/CAPTRUSTADVISORS",
    "https://facebook.com/COMPASSADVISORSCFP",
    "https://linkedin.com/COMPANY/CAPTRUST",
    "https://linkedin.com/company/compassadvisors",
    "https://linkedin.com/in/jeffrey-myers-80400013",
    "https://liwealth.com",
    "https://strategicadvisorgroup.com",
    "https://trswealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175112",
  "city_as_filed": "RALEIGH",
  "url": "https://advisorcensus.com/firm/captrust-raleigh-nc-175112",
  "display_name": "Captrust",
  "summary": "Captrust is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Captrust (CRD 175112): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Captrust compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Captrust reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Captrust charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $10,000 to $250,000 a year (investment advisory, consultation or other ancillary…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Captrust located?",
      "a": "Captrust's principal office is in Raleigh, NC, according to its Form ADV; the October 2026 filing also lists 24 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Captrust registered with the SEC or a state?",
      "a": "Captrust is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 175112."
    },
    {
      "q": "How much does Captrust manage?",
      "a": "Captrust reports $1,236,704,853,633 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (26% discretionary)."
    },
    {
      "q": "How have Captrust's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Captrust: Regulatory assets under management: $450,010,401,287 in the October 2021 data and $1,236,704,853,633 in the October 2026 data, up 175%. Total employees: 785 in October 2021 and 1,841 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Captrust serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19,698); high net worth individuals (18,154); pension and profit sharing plans (but not the plan participants or government pension plans) (3,523)."
    },
    {
      "q": "Does Captrust report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175112"
    },
    {
      "q": "What changed in Captrust's recent Form ADV filings?",
      "a": "In the October 2026 filing data: No longer lists the business name Stillwater Capital Advisors, LLC. Added the business name Triange Retirement Solutions. Added the business name Long Island Wealth Management. Added the business name Compass Advisory Group LLC. Changed its office addresses in New York, NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 450010401287.0,
      "total_employees": 785,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 655054291754.0,
      "total_employees": 1046,
      "filing_date": "2022-08-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 714587898072.0,
      "total_employees": 1338,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 852173054617.0,
      "total_employees": 1554,
      "filing_date": "2024-08-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1083051008644.0,
      "total_employees": 1723,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1236704853633.0,
      "total_employees": 1841,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "No longer lists the business name Stillwater Capital Advisors, LLC.",
        "Added the business name Triange Retirement Solutions.",
        "Added the business name Long Island Wealth Management.",
        "Added the business name Compass Advisory Group LLC.",
        "Changed its office addresses in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists the business name Alpha Cubed Investments, LLC.",
        "Added the business name Stillwater Capital Advisors, LLC.",
        "Registered or notice-filed in VI.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Meritage Portfolio Management, Inc..",
        "Employees performing advisory functions went from 816 to 885.",
        "Regulatory assets under management went from $1,083,051,008,644 to $1,236,704,853,633 (+14%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "No longer lists the business name Cobblestone Capital Advisors, LLC..",
        "Added the business name Meritage Portfolio Management, Inc..",
        "Added the business name Alpha Cubed Investments, LLC.",
        "Added an office in Costa Mesa, CA.",
        "No longer lists an office in Birmingham, AL."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists the business name Carolinas Wealth Consulting LLC.",
        "No longer lists the business name Boston Financial Management LLC.",
        "Added the business name Cobblestone Capital Advisors, LLC..",
        "Added an office in Rochester, NY.",
        "No longer lists an office in San Antonio, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $10,000 to $250,000 a year (investment advisory, consultation or other ancillary…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 to $250,000 a year (investment advisory, consultation or other ancillary…)"
        ],
        "quotes": [
          "Fixed fees are negotiable, but generally range from $10,000 to $250,000 on an annual basis, depending upon the level and scope of the services required."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 10000.0,
          "max": 250000.0,
          "period": "annual",
          "service": "investment advisory, consultation or other ancillary services"
        }
      ]
    },
    "quotes": [
      "Fixed fees are negotiable, but generally range from $10,000 to $250,000 on an annual basis, depending upon the level and scope of the services required."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/captrust-raleigh-nc-175112.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19698,
      "fewer_than_5": false,
      "raum": 6609218504.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18154,
      "fewer_than_5": false,
      "raum": 89355583796.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 224431228.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3523,
      "fewer_than_5": false,
      "raum": 1071600410597.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 232,
      "fewer_than_5": false,
      "raum": 25076916036.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 49,
      "fewer_than_5": false,
      "raum": 36546135626.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 10,
      "fewer_than_5": false,
      "raum": 1382914861.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 67,
      "fewer_than_5": false,
      "raum": 5909242985.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175112",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}