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 11 of 14

• Thomas Patrick ReynoldsCRD 6261967 · Tampa, FL
  IA RegisteredRegistration inactive
• Jacob Alexander RhodesCRD 7424723 · Houston, TX
  IA Registered
• Timothy David RiceCRD 2417854 · Chesterton, IN
  IA RegisteredBroker
• Christopher Mark RileyCRD 2463351 · Wilmington, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Chris RobertsCRD 5779828 · Clarkston, MI
  IA RegisteredBroker
• Adam Gray RobinetteCRD 6125598 · Raleigh, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Miller D RobinsCRD 5833286 · Sanford, NC
  IA RegisteredBroker
• Timothy Michael RobinsonCRD 6023169 · Boston, MA
  IA RegisteredRegistration inactive
• Richard James RogersCRD 3168160 · Carbondale, CO
  IA Registered
• Raymond Scott RolandCRD 4267751 · Brentwood, TN
  IA RegisteredBroker
• James Lester Ross IICRD 4448926 · Tampa, FL
  IA RegisteredBroker
• Patrick Jerome RosvoldCRD 6500003 · Minnetonka, MN
  IA RegisteredRegistration inactive
• Denise Renee RothermelCRD 4524903 · Phoenix, AZ
  IA Registered
• Tracy Klem RuddleCRD 4434889 · Wichita, KS
  IA RegisteredBroker
• Peter F RuffelCRD 5931255 · Raleigh, NC
  IA RegisteredBroker
• Abigail Joan Cook RussellCRD 5386625 · Raleigh, NC
  IA Registered
• Jeffrey RayCRD 7946172 · Allentown, PA
  IA Registered
• Anne Howell ReedCRD 4003133 · Raleigh, NC
  IA Registered
• William ReedCRD 7445475 · Brentwood, TN
  IA Registered
• Edwin Richard RodriguezCRD 402367 · Boca Grande, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Cody Lee RogersCRD 6681526 · Raleigh, NC
  IA RegisteredRegistration inactive
• Kenneth RogersCRD 1636458 · Harrisonburg, VA
  IA RegisteredRegistration inactive
• Carol RomneyCRD 6468794 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Sarah Marie RoodingCRD 6939242 · Southfield, MI
  IA Registered
• Scott RubinCRD 4850547 · Warren, NJ
  IA Registered
• Karen K. SalvatoreCRD 5094497 · Lone Tree, CO
  IA Registered
• Michael D SandersCRD 4425249 · New York, NY
  IA RegisteredBroker
• Michael Alan SassoCRD 1535788 · Warren, NJ
  IA Registered
• Gary P. SavageCRD 4346869 · Boston, MA
  IA Registered
• Nicholas E SchaeferCRD 7143940 · Allentown, PA
  IA RegisteredRegistration inactive
• Megan P Schaefer-CurranCRD 2972149 · Boston, MA
  IA Registered
• Paul Howard SchafferCRD 1468699 · Wayne, PA
  IA RegisteredRegistration inactive
• Robert Gregory SchottCRD 2878484 · Tampa, FL
  IA RegisteredBroker
• Paul Buck SchrederCRD 6312521 · Greenwood Village, CO
  IA Registered
• Michael Alan SchreiberCRD 1659555 · Newton, MA
  IA Registered
• Andrew W SchwarkCRD 5914001 · Chicago, IL
  IA Registered
• Brett Hall SchwartzCRD 2947803 · New York, NY
  IA RegisteredRegistration inactive
• Ellen Ruth ShaerCRD 1299438 · Greenwich, CT
  IA RegisteredBroker
• Timothy Joseph ShanahanCRD 2970560 · Rochester, NY
  IA Registered
• Kelly A ShikanyCRD 1554487 · Chesterton, IN
  IA RegisteredRegistration inactive
• Andrew James ShimpCRD 4630386 · West Des Moines, IA
  IA RegisteredBroker
• Kyle Thomas ShoemakerCRD 5926736 · Allentown, PA
  IA RegisteredBroker
• Susan Ann ShoemakerCRD 2497666 · Southfield, MI
  IA Registered
  Disclosure event(s) on record
• Allison Nancy ShulerCRD 7372271 · Rochester, NY
  IA Registered
• Lori Ann SidronyCRD 2360830 · Fort Worth, TX
  IA RegisteredBroker
• Daniel Eric SimonCRD 4920131 · Chicago, IL
  IA Registered
• Matthew Tyler SinclairCRD 5820279 · Brentwood, TN
  IA RegisteredBroker
• Briana Grace SmithCRD 5923764 · Raleigh, NC
  IA RegisteredBroker
• William Lawson SpitzCRD 2790016 · Charlotte, NC
  IA Registered
• Andrew Joseph SramekCRD 5608693 · Greenwood Village, CO
  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.