Company Information

Get to know captrust advisors, llc

Founded in 1997, CAPTRUST is an employee-owned and operated investment advisory firm headquartered in Raleigh, North Carolina. The company operates as a fiduciary, providing conflict-free advice and services to its clients. Its business is divided into two main areas: advising institutional clients (like 401(k) and 403(b) retirement plans, endowments, and foundations) and providing wealth management services to individuals, families, and executives. The firm has grown significantly through both organic expansion and strategic acquisitions of other advisory firms across the United States.

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Financial Financial AdvisementPRIMARY
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captrust advisors, llc

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.