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 structured as an LLC and active since 2015. The firm serves both individual/family and institutional clients and operates as a capital allocator, using third‑party managers alongside in‑house portfolio services. Fee arrangements include percentages of assets under management and fixed fees. Its advisory scope, as described in filings, spans financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor. The firm has been recognized in industry lists: Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms (2025).