Investment adviser · CRD 142941

CAPTRUST ADVISORS, LLC

Investment adviser filing (IA)

TAMPA, FL, United States · Form ADV filed May 24, 2017

Regulatory AUM
$226M
Form ADV · Item 5.F
Client accounts
13
Accounts, not individual clients
Employees
43
Reported in this filing
Advisory professionals
24
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 24, 2017. View historical filings

Reported services

Financial planning · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

102 W. WHITING STREET, SUITE 400
TAMPA, FL, 33602, United States

CRD 142941

Filing source

Form ADV 1115709 · May 24, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.