{
  "crd_number": 173736,
  "slug": "captrust-wealth-advisors-holland-mi-173736",
  "primary_business_name": "CAPTRUST WEALTH ADVISORS",
  "legal_name": "WELL DONE, LLC",
  "dbas": [
    "CAPTRUST",
    "CAPTRUST FINANCIAL  ADVISORS",
    "CAPTRUST INSTITUTIONAL CONSULTING"
  ],
  "city": "Holland",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-01-02",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": 2002870528.0,
  "raum_discretionary": 1990554968.0,
  "raum_non_discretionary": 12315560.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 26,
  "advisory_employees": 20,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 194972037.0,
      "count": 29
    },
    "individuals": {
      "raum": 173394383.0,
      "count": 497
    },
    "pension_profit_sharing": {
      "raum": 20959940.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 1427425738.0,
      "count": 366
    },
    "corporations_other_businesses": {
      "raum": 186118430.0,
      "count": 25
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "IN",
    "LA",
    "MI",
    "NC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://ctwealth.com",
    "https://linkedin.com/company/captrust-wealth-advisors-west-michigan"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173736",
  "city_as_filed": "HOLLAND",
  "url": "https://advisorcensus.com/firm/captrust-wealth-advisors-holland-mi-173736",
  "display_name": "Captrust Wealth Advisors",
  "summary": "Captrust Wealth Advisors is an SEC-registered investment advisory firm in Holland, MI, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.",
  "citation": "AdvisorCensus. Captrust Wealth Advisors (CRD 173736): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Captrust Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Captrust Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Captrust Wealth Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated August 28, 2026 states: Flat fee: $1,500 to $20,000 a year (Guidance & Planning services under a stand-alone engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Captrust Wealth Advisors located?",
      "a": "Captrust Wealth Advisors' principal office is in Holland, MI, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Captrust Wealth Advisors registered with the SEC or a state?",
      "a": "Captrust Wealth Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173736."
    },
    {
      "q": "How much does Captrust Wealth Advisors manage?",
      "a": "Captrust Wealth Advisors reports $2,002,870,528 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (99% discretionary)."
    },
    {
      "q": "How have Captrust Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Captrust Wealth Advisors: Regulatory assets under management: $1,517,445,895 in the October 2021 data and $2,002,870,528 in the October 2026 data, up 32%. Total employees: 21 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Captrust Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (497); high net worth individuals (366); charitable organizations (29)."
    },
    {
      "q": "Which custodians does Captrust Wealth Advisors use?",
      "a": "Captrust Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Captrust Wealth Advisors 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/173736"
    },
    {
      "q": "What changed in Captrust Wealth Advisors' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Added an office in Grand Rapids, MI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1517445895.0,
      "total_employees": 21,
      "filing_date": "2021-06-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1709089081.0,
      "total_employees": 23,
      "filing_date": "2022-06-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1516340746.0,
      "total_employees": 24,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1700964820.0,
      "total_employees": 26,
      "filing_date": "2024-02-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1889548733.0,
      "total_employees": 26,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2002870528.0,
      "total_employees": 26,
      "filing_date": "2026-08-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Added an office in Grand Rapids, MI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 28, 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: $1,500 to $20,000 a year (Guidance & Planning services under a stand-alone engagement)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $20,000 a year (Guidance & Planning services under a stand-alone engagement)"
        ],
        "quotes": [
          "CapTrust generally charges a fixed fee for providing Guidance & Planning services under a stand-alone engagement. These fees are negotiable, but generally range from $1,500 to $20,000 annually on a fixed fee basis"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 20000.0,
          "period": "annual",
          "service": "Guidance & Planning services under a stand-alone engagement"
        }
      ]
    },
    "quotes": [
      "CapTrust generally charges a fixed fee for providing Guidance & Planning services under a stand-alone engagement. These fees are negotiable, but generally range from $1,500 to $20,000 annually on a fixed fee basis"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/captrust-wealth-advisors-holland-mi-173736.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 497,
      "fewer_than_5": false,
      "raum": 173394383.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 366,
      "fewer_than_5": false,
      "raum": 1427425738.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 20959940.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 29,
      "fewer_than_5": false,
      "raum": 194972037.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 25,
      "fewer_than_5": false,
      "raum": 186118430.0
    }
  ],
  "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/173736",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}