Capital Trust Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated April 7, 2026, reports $403M in regulatory assets under management, 4 employees, 2 offices, and 514 accounts.
Assets Under Management
$403M
Employees
4
Offices
2 offices
Total Clients
231
Primary office
SAN RAFAEL, CA
1210 5TH AVENUE, #275, SAN RAFAEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
119
2
HNWI
48.5%
112
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$403Mas of April 7, 2026
Discretionary100.0%
$403M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$403M
Total Accounts514
10Y AUM Change+$162M (+67.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee58:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.