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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 07-11-2003
- Office Locations
- 155
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.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Platform
Technology
Owner & Executives
DENISE MCGEE BUCHANAN
Chief Compliance Officer, Director, SENIOR DIRECTOR
- CRD
- #1284353
- Ownership
- Less than 5%
KAREN OLIVIA DENISE
SENIOR DIRECTOR
- CRD
- #4391986
- Ownership
- Less than 5%
Catalyst legacy
Capital insight
- CRD
- #23301
- Ownership
- 24.7%
Showing 2 of 14 owners & executives
Unlock allContacts
Walter Edward Abele
--
- CRD
- #6303334
Brandon Carnick Aber
Financial Advisor, General Partner
- CRD
- #5435458
Momentum fusion
Insight timber meridian
- CRD
- #13733
Showing 2 of 895 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,287,260,432 | $2,138,320 |
| Non-Discretionary | $845,763,748,212 | $51,514,420 |
| Total | $1,083,051,008,644 | $8,502,053 |
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Separately Managed Accounts
Total SMA Asset: $1,083,051,008,644
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $713,797,066 | 8.1% |
| Other | $1,163,224,848 | 13.2% |
| Private Funds | $2,916,874,430 | 33.1% |
| Equity - Exchange | $793,107,851 | 9.0% |
| Cash | $1,427,594,132 | 16.2% |
| Municipal Bonds | $1,797,711,128 | 20.4% |
| Total | $8,812,309,455 | 100.0% |
13F Holdings | Q3 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 |