Captrust

Firm record

As recorded in SEC IAPD

Firm CRD

175112

SEC number

801-62193

Firm type

RIA

Assets under management

$1.2T as of May 27, 2026

Website

www.linkedin.com/COMPANY/CAPTRUST ↗

Phone

919-870-6822

Address

4208 Six Forks Rd, Raleigh, NC, 27609

Advisors at this firm

675 in our index · page 10 of 14

• Darren C ObrechtCRD 4591916 · Omaha, NE
  IA Registered
• Stephen Lee OlafsonCRD 4210842 · Omaha, NE
  IA Registered
• Stefanie Nicole OlahCRD 6323873 · Allentown, PA
  IA RegisteredBroker
• Thomas Howard OliphintCRD 1172870 · San Antonio, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kyle Paul OlsonCRD 4474929 · Minnetonka, MN
  IA Registered
• Jared Raymond OrenCRD 5837737 · Costa Mesa, CA
  IA RegisteredRegistration inactive
• Madeleine Darstein OttmanCRD 7411978 · Rochester, NY
  IA Registered
• Paul William OwenCRD 4430088 · Homewood, AL
  IA RegisteredBroker
• Charles Murphy PaderickCRD 5920951 · Sanford, NC
  IA RegisteredBroker
• Gregory Scott ParkerCRD 2275637 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Michael John PassalinquaCRD 2280137 · Greensburg, PA
  IA RegisteredRegistration inactive
• Justin Joseph PawlCRD 3217488 · San Antonio, TX
  IA Registered
• Molly Mahaffey PeecherCRD 2993335 · Charlotte, NC
  IA RegisteredBroker
• Robert James PeelCRD 6543550 · New York, NY
  IA RegisteredBroker
• Ryan Charles PennimanCRD 6271304 · Phoenix, AZ
  IA Registered
• Joseph Alan PesnellCRD 4472308 · Chesterfield, MO
  IA Registered
• Patricia PichardoCRD 4313876 · Tampa, FL
  IA RegisteredBroker
• John Allan PickettCRD 363089 · Dallas, TX
  IA RegisteredBroker
• John David PiniCRD 6436088 · Boston, MA
  IA RegisteredRegistration inactive
• Casey Lee PogodzinskiCRD 5844676 · Clarkston, MI
  IA RegisteredBroker
• Brian Matthew PollardCRD 2913614 · Raleigh, NC
  IA RegisteredBroker
• Shane Darren PriceCRD 4676592 · San Antonio, TX
  IA Registered
• Ian Thomas PrymakCRD 4172305 · Alexandria, VA
  IA RegisteredBroker
• Abigail Marr PsyhogeosCRD 1808284 · Portland, ME
  IA RegisteredRegistration inactive
• Teresa Ann ParkerCRD 4681780 · Riverside, CA
  IA Registered
• Marie Denise PasqualeCRD 6893614 · Raleigh, NC
  IA Registered
• Kirby Eugene PateCRD 8268570 · Raleigh, NC
  IA Registered
• William Winfree PaxtonCRD 2997983 · Lynchburg, VA
  IA Registered
• Joey PayneCRD 6710552 · Lexington, KY
  IA Registered
• Amber Judah PearsonCRD 6140666 · Fort Worth, TX
  IA RegisteredBroker
• Bradley Matthew PendzickCRD 6166161 · Bethlehem, PA
  IA Registered
• Samuel Lloyd PerryCRD 2559580 · Tampa, FL
  IA RegisteredBroker
• Michael PetersCRD 6613739 · Bethlehem, PA
  IA Registered
• John Henry PetersonCRD 2761260 · Boston, MA
  IA Registered
• Robert Frank PiccirilliCRD 2819372 · Tampa, FL
  IA RegisteredBroker
• Austin Ingraham PinardCRD 7409659 · Boston, MA
  IA RegisteredBroker
• Patrick James PlunkettCRD 5974375 · Stockbridge, GA
  IA RegisteredBroker
• Adam Richard David PowellCRD 5199775 · Clarkston, MI
  IA Registered
  Disclosure event(s) on record
• Gregory PrinceCRD 7162433 · Charlotte, NC
  IA RegisteredBroker
• James Tyler PughCRD 2943995 · Roanoke, VA
  IA RegisteredRegistration inactive
• Jacob RawlingsCRD 5947033 · Alexandria, VA
  IA RegisteredBroker
• Brett Michael ReardonCRD 6073420 · Southfield, MI
  IA Registered
• William Craig ReedCRD 3022148 · Brentwood, TN
  IA RegisteredBroker
• Christeen Marie ReegCRD 2370770 · Folsom, CA
  IA RegisteredBroker
• Wendy Carol ReidCRD 4568734 · Charlotte, NC
  IA RegisteredBroker
• Stacy Austin ReinhartCRD 718888 · Centerville, MA
  IA Registered
• Wallace Traynor ReitmeierCRD 4195284 · Raleigh, NC
  IA RegisteredRegistration inactive
• Peter Jon RekstadCRD 2016409 · St. Paul, MN
  IA Registered
• Amy Zelman ResnicCRD 2382217 · Newton, MA
  IA Registered
• Thomas J ReynoldsCRD 1823158 · Greenville, SC
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.