Captrust Wealth Advisors

RIASEC RegisteredEst. 2015

Total AUM

$2B

Discretionary

$2B

99% of AUM

Avg account

$670K

Accounts

2,988

Employees

Advisory reps

Firm details

Headquarters: Holland, Michigan
CRD number: 173736
Registered since: January 2, 2015
Website: www.ctfa.com
Custodians: PERSHING LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI71.27%
Charitable Organizations9.73%
Corporations / Businesses9.29%
Individuals8.66%
Pension & Profit Sharing Plans1.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Captrust Wealth Advisors is an independent registered investment adviser organized as a limited liability company and operating as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 2015 and is owned by an individual. Its fee model combines percentage-of-AUM billing with fixed-fee engagements. Service lines include comprehensive financial planning, portfolio management for individuals, small businesses and institutional clients, pension consulting, and selection of outside advisers. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser. Captrust Wealth Advisors has received industry recognition, including placement on Financial Times’ Top 300 RIA Firms (2020), placement on FA Magazine’s Top RIA Firms list (2020), and inclusion on CNBC’s Top 100 Financial Advisory Firms list (2025).