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CAPTRUST WEALTH ADVISORS

HOLLAND, MI · CRD 173736 · IAPD ↗ · ctwealth.com · (616) 392-5332

$2.00BRegulatory AUM
20Advisory reps
26Employees
0Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — CAPTRUST WEALTH ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2026 — CAPTRUST WEALTH ADVISORS changed its website from ctfa.com to ctwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
March 2025 — CAPTRUST FINANCIAL ADVISORS is now doing business as CAPTRUST WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
March 2024 — CAPTRUST FINANCIAL ADVISORS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.