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firm profile

Captrust Wealth Advisors

RIA Holland, MI CRD 173736 Last verified October 2026

Overview

Captrust Wealth Advisors is an SEC registered investment adviser based in Holland, MI, registered since 2015. It reports $2B in assets under management across 2,988 accounts, with 26 employees. It has 20 investment adviser representatives.

Reported AUM
$2B
Discretionary
99%
Accounts
2,988
Average account
$67K
Employees
26
Advisory reps
20
Registered since
2015
Jurisdictions
10

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 6

3 more executive officers, with direct contact details

Advisory reps 3 of 20

17 more advisory reps, with emails, phones and branch locations

Location

Headquarters
85 E 8th St Ste 150
Holland, MI 49423
County
Ottawa
Metro area
Grand Rapids-Kentwood, MI
Region
Midwest

Registrations

  • SEC registered
  • Registered in 10 jurisdictions
  • Website: ctwealth.com

Every state, with registration dates

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