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- Custodian
- Pershing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Foundation deltaLegacy insight
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
About Captrust Wealth Advisors
CAPTRUST Wealth Advisors provides personalized wealth management and investment strategy paired with tax mitigation planning, delivered by experienced wealth advisors and Certified Financial Planners in a fiduciary relationship. The firm serves both individuals and institutions (including nonprofits, endowments, foundations, and corporate balance sheets), designing mission-aligned portfolio strategies and offering access to private market and alternative investments.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN LEE VANDENBRINK
Chief Executive Officer, Managing Member, Wealth Advisor
- CRD
- #2925812
- Ownership
- 25% but less than 50%
BRENDON BRUCE JOHNSON
Managing Member, Wealth Advisor
- CRD
- #5305034
- Ownership
- 10% but less than 25%
Quantum glacier
Vector matrix foundation
- CRD
- #63220
- Ownership
- 31.7%
Showing 2 of 6 owners & executives
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Benjamin Craig Anderson
Wealth Advisor
- CRD
- #6734939
JASON RAY BRUXVOORT
Partner
- CRD
- #5306317
Peak wave
Summit vertex pioneer
- CRD
- #62571
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,990,554,968 | $667,747 |
| Non-Discretionary | $12,315,560 | $1,759,366 |
| Total | $2,002,870,528 | $670,305 |
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Separately Managed Accounts
Total SMA Asset: $2,002,870,528
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $68,675,007 | 8.7% |
| Equity - Exchange | $52,887,649 | 6.7% |
| Cash | $52,887,649 | 6.7% |
| Private Funds | $132,613,807 | 16.8% |
| Corporate - Investment Grade | $179,975,881 | 22.8% |
| Municipal Bonds | $37,889,659 | 4.8% |
| Corporate - Non-Investment Grade | $93,934,780 | 11.9% |
| Other | $170,503,469 | 21.6% |
| Total | $789,367,901 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT INSIGHT | VECTOR FUSION | GU1XAVD1H | BWPO | 4.95% | $62,564,485 |
| PRIME HARBOR SUMMIT | EAGLE MERIDIAN | VXBIWIY5N | QNVRV | 5.79% | $67,552,147 |
| NORTH NORTH FRONTIER | HARBOR GLACIER | HPNHU59LO | IMFO | 10.39% | $100,531,140 |
| NORTH PATHWAY | OAK FOCUS | U57WXCBJ9 | EPAPV | 6.78% | $39,442,044 |
| FUSION HARBOR ALPHA | LEGACY FOUNDATION | 4SYX3XTAN | TLEE | 4.88% | $54,044,675 |
| VERTEX UNISON | PIONEER CAPITAL | 3FL7LHIOC | NRCN | 11.99% | $84,801,487 |
| PATHWAY ELEMENT | WAVE FOUNDATION | 6055JQQPW | KXWYN | 1.39% | $8,920,564 |
| VERTEX CAPITAL | INSIGHT HORIZON | G6TOTXBJ1 | SZVEQ | 11.43% | $41,887,013 |