Captrust
RIA
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 7 of 14
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Evan Daniel JudgeCRD 5229942 · Phoenix, AZIA Registered
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Doug Eric Allen JenkinsCRD 6339218 · Leawood, KSIA RegisteredBroker
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Brett JohnsonCRD 4642934 · Salt Lake City, UTIA RegisteredBroker
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Donn Allan JohnstonCRD 1185162 · Durham, NCIA Registered
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Donn Allan JohnstonCRD 6170822 · Raleigh, NCIA Registered
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Katherine F JohnstonCRD 4585524 · Durham, NCIA Registered
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Kathrin Miller JonesCRD 6906108 · Fort Worth, TXIA Registered
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Robert Charles JonesCRD 4905062 · Raleigh, NCIA RegisteredBroker
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Brittany Elizabeth JungersCRD 7468502 · Raleigh, NCIA RegisteredBroker
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Melissa Ann KarpenCRD 5871301 · Bellevue, WAIA RegisteredBroker
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Justin Paul KassanitsCRD 5982924 · Indianapolis, INIA Registered
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John Glenn KeetonCRD 5501739 · San Antonio, TXIA Registered
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Casey Adam KellerCRD 6080176 · Boeme, TXIA Registered
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Jennifer KellyCRD 4961247 · Allentown, PAIA RegisteredBroker
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Sheri Lynn KendallCRD 4538288 · Indianapolis, INIA Registered
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Troy David KerrCRD 4880439 · Leawood, KSIA Registered
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Brandon Heath KershawCRD 4568041 · Dallas, TXIA Registered
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Stephen Panos KeshishianCRD 6433788 · Costa Mesa, CAIA RegisteredRegistration inactive
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Asher KielyCRD 7177328 · Boston, MAIA RegisteredRegistration inactive
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Clarence Hopkins KingCRD 2103936 · Boston, MAIA Registered
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Samuel L KirbyCRD 4709271 · Raleigh, NCIA RegisteredBroker
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James Milgram KleinCRD 4332747 · Overland Park, KSIA Registered
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Brian Wesley KofoedCRD 5396942 · Las Vegas, NVIA RegisteredRegistration inactive
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Ryan Thomas KonopCRD 7066021 · Indianapolis, INIA RegisteredRegistration inactive
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George Gregory KroustalisCRD 2855390 · Charlotte, NCIA RegisteredBroker
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Christopher David KulickCRD 4814506 · Wayne, PAIA RegisteredRegistration inactive
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Nargiz KambarovaCRD 6366592 · Charlotte, NCIA RegisteredBroker
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Ryan KartchnerCRD 7334134 · Draper, UTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Tad Aaron KastmanCRD 6572828 · Minnetonka, MNIA Registered
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Connor Dale KeimCRD 6904228 · Costa Mesa, CAIA Registered
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Philip Bona KeltonCRD 6014853 · Dallas, TXIA RegisteredBrokerDisclosure event(s) on record
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John KenneyCRD 3084401 · Tarpon Springs, FLIA RegisteredBrokerDisclosure event(s) on record
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Robert Dylan KirkCRD 6981957 · Raleigh, NCIA RegisteredBroker
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Alan Mark KleinbergCRD 2560834 · Lake Success, NYIA RegisteredBroker
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Michael David KnowlesCRD 6203206 · Raleigh, NCIA RegisteredBroker
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David Owen KochCRD 1141051 · Minneapolis, MNIA Registered
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Lauren Claire LambertCRD 1706494 · Boston, MAIA Registered
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Doni Lea LangstonCRD 4294178 · Scottsdale,, AZIA Registered
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Kevin Eric LawsonCRD 6500923 · Minnetonka, MNIA Registered
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Ryan Blake LeachCRD 6551227 · Raleigh, NCIA Registered
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Christina Kahn LecholopCRD 4927299 · San Antonio, TXIA Registered
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Randall Scott LeeCRD 4154988 · Brentwood, TNIA RegisteredBroker
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Ryan William LeeCRD 5364013 · Dayton, OHIA RegisteredRegistration inactive
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Matthew Lewis LeggettCRD 5087459 · Raleigh, NCIA RegisteredBroker
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Bradley Scott LemonCRD 1536255 · Phoenix, AZIA Registered
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Bryan T LewisCRD 6284390 · Raleigh, NCIA RegisteredBroker
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Jason Edward LewisCRD 5651820 · Greenville, SCIA Registered
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Wendy Warren LoehrCRD 6749041 · Chesterton, INIA RegisteredBroker
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Jeffrey Thomas LoehwingCRD 2434284 · Allentown, PAIA RegisteredRegistration inactive
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Raquel Renfro LopezCRD 4788166 · Helotes, TXIA 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.
SEC IAPD record for firm CRD 175112 ↗
FINRA BrokerCheck record for firm CRD 175112 ↗
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Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.