CAPTRUST

Retirement Planning Firm in Roseville, CA

Firm Info
Address: 1410 Rocky Ridge Dr #150, Roseville, CA 95661, USA
Phone: (916) 924-7527

Firm Size
Assets Under Management: $655 billion
# of Advisors: 520
# of Clients: 58,162
Client to Advisor Ratio: 112:1
Average Account Size: $11.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Investment Companies
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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Captrust Overview

CAPTRUST is a fee-based registered investment advisory firm that has been in business since 2003. With its headquarters in Raleigh, NC, CAPTRUST offers a range of services to its clients, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm also provides portfolio management for businesses and institutional clients and manages pooled investment vehicles. In addition, CAPTRUST offers clients the option to select other advisors, and the firm publishes periodicals and newsletters to keep clients informed about developments in the industry. As an insurance broker/agent and accounting firm, CAPTRUST is uniquely positioned to provide comprehensive advice to its clients that encompasses all aspects of their financial lives. With its extensive experience and deep expertise, CAPTRUST is committed to helping its clients achieve their long-term financial goals through personalized advice and carefully managed investment portfolios. Whether you are an individual investor, a small business owner, or part of an institutional client, CAPTRUST can provide the guidance and support you need to succeed.

CAPTRUST serves a diverse range of clients, including individuals, high net worth individuals, banking institutions, investment companies, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. The firm offers a variety of fee structures depending on the specific services provided. Clients can choose to pay a percentage of assets under management (AUM), an hourly rate, fixed fees, or performance-based fees. This gives clients the flexibility to choose a fee structure that best fits their needs and preferences. Whether working with individual investors or large organizations, CAPTRUST is committed to providing high-quality service and tailored solutions to help clients achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

As an AI language model, I do not have access to specific brochures from CAPTRUST or any other firm. Therefore, I cannot cite the investment minimum for CAPTRUST without access to their brochure. However, it is important to note that investment minimums often vary depending on the type of account, investment strategy, and other factors. Investors are encouraged to review the firm's Part 2 Brochure or other relevant materials to determine the investment minimums that may apply to their particular situation.

How This Office Can Help Roseville, CA Residents

As a financial advisor at Edward Jones, Katherine Wells, AAMS® provides personalized financial guidance to clients in Petaluma, CA. She assists clients in managing their investments, retirement planning, estate planning, and other financial situations. Katherine understands that each client's situation is unique, and she takes the time to listen and understand their goals and concerns. Living in Petaluma, CA, one might face various financial challenges, including high housing costs, fluctuating agriculture markets, and the need for long-term care planning. Katherine works closely with clients to help them navigate these challenges and achieve financial security for their future. She uses a collaborative approach, working in partnership with clients to develop and implement customized financial strategies tailored to their needs. By helping clients stay on track toward their financial goals, Katherine is committed to providing peace of mind to individuals and families in Petaluma, CA.

To view the Minimum Investment and Fee Schedule for Captrust, visit their Part 2 Brochure.

Services Offered by Captrust

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Captrust most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1410 Rocky Ridge Dr #150, Roseville, CA 95661, USA
Phone (916) 924-7527
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC 27609, United States

This firm has no other locations.

State Registrations

Captrust is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Captrust does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs