Captrust Financial Advisors

CapTrust Wealth Advisors, a registered investment advisor, was founded in 1997 and became registered in January 2015. The firm primarily offers wealth planning and investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. CapTrust serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm's wealth planning services include various financial planning functions like business planning, retirement planning, and risk management. Investment management services involve managing client portfolios on a discretionary or non-discretionary basis, allocating assets among various investment options. CapTrust may recommend privately placed securities and offers retirement plan advisory services to assist plan sponsors in meeting fiduciary obligations. The firm's fees for wealth planning and investment management services generally range from 0.50% to 1.50% annually, based on factors like the complexity of services and asset levels. CapTrust does not charge performance-based fees and does not engage in soft dollar programs. The firm does not accept custody of client funds and generally does not vote client securities. Clients may request more current information at any time by contacting the advisor. For additional details, clients can refer to the full Form ADV 2A – Disclosure Brochure and the Wrap Fee Program Brochure available on the SEC's Investment Adviser Public Disclosure website.