# Captrust Wealth Advisors

> 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.

- CRD: 173736
- Filed as: CAPTRUST WEALTH ADVISORS
- Legal name: Well Done, LLC
- Also doing business as: CAPTRUST, CAPTRUST FINANCIAL  ADVISORS, CAPTRUST INSTITUTIONAL CONSULTING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Holland, MI
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173736
- AdvisorCensus page: https://advisorcensus.com/firm/captrust-wealth-advisors-holland-mi-173736

## Quick answers

**How is Captrust Wealth Advisors compensated?**
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).

**Where is Captrust Wealth Advisors located?**
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).

**Is Captrust Wealth Advisors registered with the SEC or a state?**
Captrust Wealth Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173736.

**How much does Captrust Wealth Advisors manage?**
Captrust Wealth Advisors reports $2,002,870,528 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (99% discretionary).

**How have Captrust Wealth Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Captrust Wealth Advisors serve?**
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).

**Which custodians does Captrust Wealth Advisors use?**
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.

**Does Captrust Wealth Advisors report any disciplinary disclosures?**
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

**What changed in Captrust Wealth Advisors' recent Form ADV filings?**
In the September 2026 filing data: Added an office in Grand Rapids, MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,002,870,528
- Discretionary: $1,990,554,968
- Non-discretionary: $12,315,560

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 497 | $173,394,383 |
| High net worth individuals | 366 | $1,427,425,738 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $20,959,940 |
| Charitable organizations | 29 | $194,972,037 |
| Corporations or other businesses not listed above | 25 | $186,118,430 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 26 total, 20 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, IL, IN, LA, MI, NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Grand Rapids, MI

### Websites listed on Form ADV (Item 1.I)
- ctwealth.com
- LinkedIn @captrust-wealth-advisors-west-michigan

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,517,445,895 | 21 | June 30, 2021 |
| October 2022 | $1,709,089,081 | 23 | June 2, 2022 |
| October 2023 | $1,516,340,746 | 24 | September 27, 2023 |
| October 2024 | $1,700,964,820 | 26 | February 12, 2024 |
| October 2025 | $1,889,548,733 | 26 | February 28, 2025 |
| October 2026 | $2,002,870,528 | 26 | August 28, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Grand Rapids, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Captrust Wealth Advisors (CRD 173736): Form ADV filing data as of October 2026.