Investment adviser · CRD 126291

CAPTRUST FINANCIAL ADVISORS

Investment adviser filing (IA)

CAPFINANCIAL PARTNERS, LLC

RALEIGH, NC, United States · Form ADV filed Oct 30, 2014

Regulatory AUM
$116B
Form ADV · Item 5.F
Client accounts
3,646
Accounts, not individual clients
Employees
310
Reported in this filing
Advisory professionals
92
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: Oct 30, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

4208 SIX FORKS ROAD, SUITE 1700
RALEIGH, NC, 27609, United States

CRD 126291

Filing source

Form ADV 850976 · Oct 30, 2014 · 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.