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 8 of 14

• Vicki Elaine LoveCRD 5490422 · Austin, TX
  IA Registered
• Daniel Michael LoweCRD 4673904 · Raleigh, NC
  IA RegisteredBroker
• Kieran James LowryCRD 6302657 · Ashburnham, MA
  IA RegisteredBroker
• Susan Erin LubeckCRD 5917177 · Lone Tree, CO
  IA RegisteredRegistration inactive
• Jonathan D LynchCRD 4660067 · Boston, MA
  IA Registered
• Donna Krager LyonCRD 5054607 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Deborah LangerCRD 5814955 · Raleigh, NC
  IA RegisteredBroker
• Stephen Charles LavenetsCRD 6680651 · Raleigh, NC
  IA Registered
• Son LeCRD 7492964 · Warren, NJ
  IA Registered
• Patricia LedbetterCRD 7174421 · Sacramento, CA
  IA Registered
• Ann LeddyCRD 5024384 · New York, NY
  IA RegisteredBroker
• Christian LedouxCRD 4449527 · San Antonio, TX
  IA Registered
• Scott Crawford LemenCRD 5902042 · Alexandria, VA
  IA RegisteredBroker
• Theodore Dau LewCRD 3262592 · San Ramon, CA
  IA Registered
• Megan Stallings LoftinCRD 5426386 · Raleigh, NC
  IA RegisteredBroker
• Isabella Francis LoughlinCRD 7035509 · Rochester, NY
  IA RegisteredRegistration inactive
• Robert Scott LowkeCRD 1173922 · Tampa, FL
  IA RegisteredBroker
• Meghan LuskCRD 5806455 · Alexandria, VA
  IA RegisteredBroker
• Donald F LutomskiCRD 2865968 · Homewood, AL
  IA Registered
• Jamie Patrick LynchCRD 4572392 · West Des Moines, IA
  IA RegisteredBroker
• Christopher Francis MahoneyCRD 4975733 · Boston, MA
  IA Registered
• Michelle Rinker MahoneyCRD 4108738 · West Des Moine, IA
  IA RegisteredBroker
• Gerald Edward MangCRD 2228023 · Chesterton, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Wayne MangumCRD 4027026 · Pearl, MS
  IA RegisteredBroker
• Trevor Clarke MansourCRD 7430503 · San Antonio, TX
  IA Registered
• Patrick Keyes MarlattCRD 2325973 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Megan Elizabeth MarshallCRD 6339958 · Chesterton, IN
  IA RegisteredBroker
• John Stafford MartinCRD 2210688 · Raleigh, NC
  IA RegisteredBroker
• Jason Allen MartinezCRD 4003079 · Houston, TX
  IA RegisteredRegistration inactive
• Joseph Christopher MarzanoCRD 2941590 · Chicago, IL
  IA Registered
• John Joseph MastersonCRD 4339363 · Chesterton, IN
  IA RegisteredBroker
• Stephen MccabeCRD 2930599 · Boston, MA
  IA Registered
• Kathryn C MccallCRD 6171775 · Sacramento, CA
  IA RegisteredBroker
• Zachary Ryan MccannCRD 6089306 · Allentown, PA
  IA RegisteredBroker
• Elena P MccoyCRD 5922042 · Brentwood, TN
  IA RegisteredBroker
• Sabrina Kathleen McgurrCRD 5724022 · Bellevue, WA
  IA RegisteredBroker
• Rachel Ann MeekerCRD 6926738 · Nashville, TN
  IA RegisteredBroker
• Scott Robert MeggenbergCRD 4920156 · Chicago, IL
  IA Registered
• Nicholas Vincent MelloneCRD 5815011 · Ashburn, VA
  IA RegisteredRegistration inactive
• Lil Minton MercerCRD 2530167 · Wilmington, NC
  IA RegisteredBroker
• Jacob MeyerCRD 7148642 · Hudsonville, MI
  IA RegisteredBroker
• Erik Cannon MilamCRD 4565645 · Brentwood, TN
  IA RegisteredBroker
• James Fielding MillerCRD 1587301 · Raleigh, NC
  IA RegisteredRegistration inactive
• Jordan Michael MillnerCRD 7372263 · Rochester, NY
  IA Registered
• Bridget Eileen MitchellCRD 2805145 · West Chester Township, OH
  IA RegisteredBroker
• Kevin Albert MitchellCRD 5789035 · Brentwood, TN
  IA RegisteredBroker
• Michael David MolewskiCRD 1271727 · Allentown, PA
  IA RegisteredBroker
• Kevin Marcus MonroeCRD 4289279 · Raleigh, NC
  IA RegisteredBroker
• Christina Marie MorelliCRD 6496369 · Southfield, MI
  IA Registered
• Shawn Trahill MorrisCRD 2842850 · Boeme, TX
  IA Registered
  Disclosure event(s) on record

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.