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CAPTRUST

RALEIGH, NC · CRD 175112 · IAPD ↗ · captrust.com · 919-870-6822

$1236.70BRegulatory AUM
885Advisory reps
1841Employees
0Clients
More than 500Planning clients
17Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — CAPTRUST notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — CAPTRUST grew from 816 to 885 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — CAPTRUST added office(s): 69 -> 96 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — CAPTRUST reported RAUM up 27% ($852.17B -> $1083.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — CAPTRUST grew from 718 to 816 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — CAPTRUST grew from 607 to 718 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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