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 12 of 14

• Jason Finley StanicekCRD 4272021 · Raleigh, NC
  IA RegisteredBroker
• Corey S SteinCRD 5989270 · Newton, MA
  IA RegisteredRegistration inactive
• David SteineCRD 4345720 · Brentwood, TN
  IA Registered
• Jennifer E StevensCRD 5186435 · Boston, MA
  IA RegisteredBroker
• Paul Raymond StibichCRD 4970968 · Akron, OH
  IA RegisteredBroker
• Jon Eric StricklandCRD 4517966 · Raleigh, NC
  IA RegisteredBroker
• Noel Thomas StricklingCRD 7422018 · Dallas, TX
  IA Registered
• James Wood StrodelCRD 2525181 · Charlotte, NC
  IA RegisteredBroker
• Michael David StrotherCRD 2457427 · Raleigh, NC
  IA RegisteredBroker
• Jeffrey Byron StrouseCRD 4918320 · Tampa, FL
  IA RegisteredRegistration inactive
• Daniel Allen SummerlinCRD 4606372 · Raleigh, NC
  IA RegisteredBroker
• Gosia Malgorzata Izabela SutcliffeCRD 6198319 · Easton, PA
  IA RegisteredBroker
• Kevin Douglas SweetCRD 2974563 · Indianapolis, IN
  IA Registered
• Douglas Andrew SwopeCRD 1531878 · Devon, PA
  IA Registered
• Christine SafarikasCRD 4586213 · Raleigh, NC
  IA Registered
• Teresa Marie SamperiCRD 5511921 · Boston, MA
  IA Registered
• Thomas SaundersCRD 6271490 · Minneapolis, MN
  IA Registered
• Joseph Anthony ScarpoCRD 2165120 · Greensburg, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michelle Renae ScarverCRD 2808956 · San Antonio, TX
  IA Registered
• Marilyn SchajaCRD 1182291 · Lake Success, NY
  IA RegisteredBroker
• William Earl SchantzCRD 1923047 · Allentown, PA
  IA RegisteredBroker
• Andrew Dylan ScheppegrellCRD 6711621 · Greensboro, NC
  IA RegisteredBroker
• Thompson SchollaertCRD 7563385 · Wilmington, NC
  IA Registered
• David Howard SchwartzCRD 1094495 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Lee ScottCRD 7021212 · Salt Lake City, UT
  IA RegisteredBroker
• Catherine M SeeberCRD 4287722 · Lewes, DE
  IA Registered
• Steven Andrew ShakCRD 6390831 · Charlotte, NC
  IA RegisteredBroker
• Brent Andrew SimpsonCRD 6182695 · Raleigh, NC
  IA RegisteredBroker
• Jill Johnson SincebaughCRD 6760204 · Raleigh, NC
  IA Registered
• Justin SinisiCRD 6567953 · Allentown, PA
  IA RegisteredRegistration inactive
• Russell Gregory SlagleCRD 7408814 · Brentwood, TN
  IA Registered
• David SleghCRD 6925808 · Minnetonka, MN
  IA Registered
• Fred SloanCRD 4355498 · Lake Success, NY
  IA Registered
• Kipp Gordon SmallCRD 2172469 · Tampa, FL
  IA RegisteredBroker
• Jonathan Barry SmithCRD 5373402 · Greensboro, NC
  IA RegisteredBroker
• Samantha J SmithCRD 5857613 · Colorado Springs, CO
  IA RegisteredBroker
• Boola Said SourialCRD 7011721 · Boston, MA
  IA RegisteredBroker
• Heidi Batchelder SpencerCRD 4527959 · Raleigh, NC
  IA Registered
• Thomas SpohnCRD 6278721 · New York, NY
  IA Registered
• Dennis Wayne StavinohaCRD 2802275 · Houston, TX
  IA RegisteredRegistration inactive
• Bruce SteamerCRD 6180667 · Tampa, FL
  IA Registered
• Miranda Claire StefanCRD 7485099 · Boston, MA
  IA Registered
• Brian StewartCRD 5016793 · Alexandria, VA
  IA RegisteredBroker
• David StixCRD 1172428 · Houston, TX
  IA Registered
• Rashad SullivanCRD 5619058 · Raleigh, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• James Ralph TaltonCRD 2422636 · Raleigh, NC
  IA RegisteredBroker
• William Dennis TatesCRD 5890064 · Houston, TX
  IA RegisteredRegistration inactive
• Clifton Randall TaylorCRD 5380579 · Brentwood, TN
  IA RegisteredBroker
• Matthew C TaylorCRD 5080434 · Leawood, KS
  IA Registered
• Scott Carmack ThomasCRD 2861956 · Roseville, CA
  IA RegisteredBroker

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.