Captrust is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 27, 2026, reports $1.2T in regulatory assets under management, 1,841 employees, 96 offices, and 146,777 accounts.
Assets Under Management
$1.2T
Employees
1,841
Offices
96 offices
Total Clients
41,750
Primary office
RALEIGH, NC
4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC, United States
Top client segmentIndividuals represent 47.2% of total clients.
Top client categories% of clientsClients
1
Individuals
47.2%
19,698
2
HNWI
43.5%
18,154
3
Pension Plans
8.4%
3,523
4
Charitable
0.6%
232
5
Corporations
0.2%
67
Additional categories (<0.1%)
Pooled Investment Vehicles17 clients
Insurance Cos.10 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Tas of March 27, 2026
Discretionary25.9%
$320.2B
26% of total RAUM25.9%
Non-discretionary74.1%
$916.5B
74% of total RAUM74.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2T
Total Accounts146,777
10Y AUM Change+$1.0T (+479.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,841
Clients per Employee23:1
10Y Employee Change+1,476 (+404.4%)
* 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.