CRD: 150860
Capital Trust Wealth Management
$76.3M Total AUM
$76.3M Disc. AUM
-- 3Y CAGR
1 Employees
79 ADV. Clients
17 yrs Firm Age
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- Custodian
- Axos ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-20-2009
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Capital Trust Wealth Management
Capital Trust Wealth Management is a Scottsdale-based RIA. The firm has been operating for 17 years. Managing $76.3M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Interactive Brokers. Services offered include Financial Planning, Investment Planning.
Team overview
53 AVG AGE
$76.3M AVG AUM / ADVISOR
$965.8K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
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Asset Classes
Glacier pathway Prime Prime
Client Personas
Optima ridge
Investment Themes
Zenith matrix
Investment Vehicles
Pioneer meridian Pioneer
Services
Quantum Radial insight
Owner & Executives
T
THOMAS JOSEPH BROUGH
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #2403390
- Ownership
- 75% or more
(702) 546-5940
ember.optima@northcapital.com
in linkedin.com/in/vital-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,300,000
Equity - Exchange:
49.5% Public Funds:
17.5% Corporate - Investment Grade:
14.0% Cash:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,376,793,037 | 49.5% |
| Public Funds | $840,280,366 | 17.5% |
| Corporate - Investment Grade | $672,224,293 | 14.0% |
| Cash | $912,304,398 | 19.0% |
| Total | $4,801,602,094 | 100.0% |