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CAPFINANCIAL PARTNERS, LLC

Doing business as CAPTRUST. SEC Form ADV registration profile.

Total regulatory AUM
$1,236,704,853,633
Discretionary
$320,175,961,012
Non-discretionary
$916,528,892,621

Firm details

CRD number
175112
SEC file number
801-62193
Main office
RALEIGH, NC, United States
Employees
1,841
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of May 2026.