# CAPTRUST

> FINRA firm 175112 · ACTIVE · RALEIGH, NC

## Key facts

- **FINRA firm ID:** 175112
- **Firm name:** CAPTRUST
- **Other names:** 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.
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-62193
- **Branches:** 889
- **Has disclosure events:** No
- **Headquarters:** RALEIGH, NC, 27609, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/175112

## Citation

> FINRA BrokerCheck, firm 175112 (CAPTRUST). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/175112.

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