CAPTAR PRIVATE WEALTH

Overview

Captar Private Wealth is an independent registered investment adviser structured as an LLC that positions itself as a capital allocator for high-net-worth individuals, families and select institutional relationships. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers, and it charges clients by a percentage of AUM and by fixed fees. Captar does not identify as an active ESG investor and is not a multi‑state adviser. Investment activity is concentrated in liquid public markets, with a clear tilt toward pooled vehicles — primarily mutual funds and ETFs — while maintaining the ability to allocate to third‑party managers and non‑public strategies. The adviser’s filings show it uses annuities and mutual funds in client programs, and its adviser role as a selector of other advisers indicates regular use of outside managers for specialized exposures or alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices