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Captrust CRD 175112
$1.24T regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-07-09 |
| NJ | RA | APPROVED | 2017-05-30 |
| PA | RA | APPROVED | 2017-03-30 |
Branch Locations
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Johnston Group, Inc. | Lower Gwynned | PA | 04/1998 | 09/2017 |
| Captrust Financial Advisors | Raleigh | NC | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-27 |
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