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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-11-2003
- Office Locations
- 170
Office Locations
About Captrust
CAPTRUST is a nationwide independent RIA providing fiduciary wealth planning and investment advice for individuals and families, plus investment management and discretionary services for retirement plan sponsors and endowments/foundations. With a coast-to-coast branch network and deep specialist bench, it supports complex investor needs and nonprofit missions. Ranked #1 on Financial Advisor magazine’s 2025 RIA AUM list for the 10th straight year.
Reported data analysis
What the numbers show
Between November 11, 2025 and May 27, 2026, reported AUM increased 14.2%, from $1.1T to $1.2T.
Across 5 reported observations, AUM increased 88.8% between December 15, 2022 and May 27, 2026, from $655.1B to $1.2T.
Of the latest reported AUM, 25.9% is discretionary and 74.1% is non-discretionary.
The firm reports 885 advisory representatives and 41,750 clients, or 47.2 clients per representative. That equates to $29.6M in reported AUM per client.
The profile lists 170 reported office locations and 23 years in operation. The source data was last updated on May 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Captrust record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DENISE MCGEE BUCHANAN
Director, SENIOR DIRECTOR
- CRD
- #1284353
- Ownership
- Less than 5%
KAREN OLIVIA DENISE
SENIOR DIRECTOR
- CRD
- #4391986
- Ownership
- Less than 5%
Showing 2 of 15 owners & executives
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MEAGAN E ABBEY
--
- CRD
- #7564476
Walter Edward Abele
--
- CRD
- #6303334
Showing 2 of 956 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,175,961,012 | $2,492,146 |
| Non-Discretionary | $916,528,892,621 | $50,075,337 |
| Total | $1,236,704,853,633 | $8,425,740 |
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Separately Managed Accounts
SMA allocation detail is available
Captrust has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Captrust's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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