CAPTRUST ACTIVE IA

Key facts

FINRA firm ID

175112

Firm name

CAPTRUST

Other names / DBAs

1776 ADVISOR GROUP; WINDSOR FINANCIAL GROUP; WELCH HORNSBY, INC.; WEALTH COVENANT GROUP LLC; WATERMARK ASSET MANAGEMENT, INC.; TRUTINA FINANCIAL; TRUSTCORE FINANCIAL SERVICES, LLC; TRUNORTH WEALTH PARTNERS, LLC; THE JOHNSTON GROUP; STRATEGIC ADVISOR GROUP; STILLWATER CAPITAL ADVISORS, LLC; STEWARDSHIP FINANCIAL ADVISORS, LLC; SOUTHERN WEALTH MANAGEMENT LLP; SOUTH TEXAS MONEY MANAGEMENT, LTD.; SHINE WEALTH PARTNERS; RINET COMPANY, LLC; REYNOLDS INVESTMENT MANAGEMENT INC; QUANTITATIVE ADVANTAGE, LLC; PWA WEALTH MANAGEMENT; PORTFOLIO EVALUATIONS, INC.; PARKER, CARLON & JOHNSON, INC.; OMEGA WEALTH PARTNERS, INC.; NEW MARKET WEALTH MANAGEMENT, LLC; NACHMAN NORWOOD & PARROTT, INC.; MRA ASSOCIATES; MORTON WEALTH MANAGEMENT LLC; MONROE VOS CONSULTING, INC.; MERITAGE PORTFOLIO MANAGEMENT, INC.; MCQUEEN BALL & ASSOCIATES LLC; LAKESIDE WEALTH MANAGEMENT GROUP, LLC.; KNOX CAPITAL ADVISORS LLC; KAIROS PRIVATE WEALTH, INC; J.H. ELLWOOD & ASSOCIATES, INC. (ELLWOOD); INTRUST FIDUCIARY GROUP; GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC; FRONTIER WEALTH MANAGEMENT, LLC; FREEDOM 401K; FOUNTAIN FINANCIAL ASSOCIATES, INC.; FCE GROUP; FAMILY OFFICE RISK ADVISORS; ENGRAVE WEALTH PARTNERS LLC; DEFINED CONTRIBUTION ADVISORS INC OR DCADVISORS; DAVIDSON & GARRARD INC; DANDA TROUVE INVESTMENT MANAGEMENT, INC.; CRESCENT CAPITAL CONSULTING, LLC; COVENANT MULTI-FAMILY OFFICES, LLC (COVENANT); CORNERSTONE CAPITAL ADVISORS; COLUMN CAPITAL ADVISORS, LLC; COBBLESTONE CAPITAL ADVISORS, LLC.; CATAWBA CAPITAL MANAGEMENT INC; CAROLINAS WEALTH CONSULTING LLC; CAPTRUST FINANCIAL ADVISORS; CAPTRUST ADVISORS LLC; CAPTRUST; CAPFINANCIAL PARTNERS, LLC; CAMPBELL WEALTH MANAGEMENT, INC.; CAMMACK RETIREMENT ADVISORS, LLC; BOSTON FINANCIAL MANAGEMENT LLC; ALPHA CUBED INVESTMENTS, LLC; AEVITAS WEALTH MANAGEMENT, INC.

IA scope

ACTIVE

SEC IA file

801-62193

Branches

889

Disclosure events

No

HQ

RALEIGH, NC, 27609, United States

Run KYC screen

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