C
$1236.7B Total AUM
$320.2B Disc. AUM
19.4% 3Y CAGR
1,841 Employees
41,750 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- PathwayPathway +more
- Established Date
- 07-11-2003
- Office Locations
- 162
Office Locations
10 South Jefferson St. #1210 Roanoke VA
100 Colonial Center Parkway Suite 220 Lake Mary FL
100 Commercial Street Suite 200 Portland ME
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.
Team overview
45 AVG AGE
$1.4B AVG AUM / ADVISOR
$29.6M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1,841 Employees
885 Advisory Reps
885 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Vector capital North Matrix Ember Element Summit Meridian Bridge foundation
Client Personas
Atlas ridge Foundation catalyst Element
Custodian
Beacon quantum Zenith Capital atlas Quantum delta Eagle matrix Unison North Vertex Summit frontier Crest Zenith Matrix Quantum fusion Glacier ember Frontier Vital horizon Value matrix Focus Peak meridian
Investment Themes
North Legacy Vertex Zenith Atlas insight Crest pathway
Investment Vehicles
Value timber
Platform
Fusion Catalyst element
Services
Pioneer eagle Beacon Timber Oak delta Momentum beacon Legacy north Frontier glacier Foundation signal Beacon summit Matrix momentum Radial foundation
Technology
Foundation radial Capital Insight Ember
Owner & Executives
DENISE MCGEE BUCHANAN
Chief Compliance Officer, Director, SENIOR DIRECTOR
- CRD
- #1284353
- Ownership
- Less than 5%
(394) 540-2684
signal.beacon@zenithcapital.com
in linkedin.com/in/horizon-delta
KAREN OLIVIA DENISE
SENIOR DIRECTOR
- CRD
- #4391986
- Ownership
- Less than 5%
(273) 450-8521
delta.insight@foundationcapital.com
in linkedin.com/in/peak-ember
C
Catalyst legacy
Capital insight
- CRD
- #23301
- Ownership
- 24.7%
(610) 674-1645
optima.oak@insightcapital.com
in linkedin.com/in/vital-eagle
Showing 2 of 14 owners & executives
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M
MEAGAN E ABBEY
--
- CRD
- #7564476
(468) 236-5686
horizon.delta@northcapital.com
in linkedin.com/in/capital-beacon
Walter Edward Abele
--
- CRD
- #6303334
(901) 221-8388
pioneer.vertex@vitalcapital.com
in linkedin.com/in/frontier-vital
M
Momentum fusion
Insight timber meridian
- CRD
- #13733
(881) 909-6320
summit.value@harborcapital.com
in linkedin.com/in/glacier-ridge
Showing 2 of 950 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $1,236,480,422,405
Public Funds:
10.2% Other:
16.6% Private Funds:
41.5% Equity - Exchange:
11.3% Cash:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $898,855,564 | 10.2% |
| Other | $1,462,843,370 | 16.6% |
| Private Funds | $3,657,108,424 | 41.5% |
| Equity - Exchange | $995,790,968 | 11.3% |
| Cash | $1,797,711,129 | 20.4% |
| Total | $8,812,309,455 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON LEGACY | VERTEX CREST | Y04STPYB7 | MRI | 12.04% | $1,187,830 |
| NORTH PIONEER INSIGHT | FOUNDATION DELTA | P1GKAXFH9 | YDVIM | 6.67% | $42,569,692 |
| SUMMIT PIONEER | VERTEX MERIDIAN | SICPP8T5Q | TQWX | 2.32% | $76,648,816 |
| GLACIER MERIDIAN PIONEER | FUSION PRIME | QRR2GQXCP | CUTDE | 9.05% | $24,167,598 |
| GLACIER EAGLE | GLACIER SIGNAL | OMA2KE7J9 | GEFX | 8.58% | $26,970,454 |
| ATLAS VECTOR | OPTIMA PRIME | Q5Y5DFH0X | IUV | 8.51% | $21,734,533 |
| FOCUS FOCUS | VITAL RADIAL | BJMYOJ7B7 | CQJR | 3.07% | $61,971,647 |
| SUMMIT NORTH | ELEMENT INSIGHT | 2ZPHH9SUB | ZKX | 11.92% | $39,481,261 |