Captrust

Overview

Captrust is an SEC registered investment adviser based in Raleigh, NC, registered since 2003. It reports $1.2T in assets under management across 146,777 accounts, with 1,841 employees. It has 943 investment adviser representatives.

Reported AUM

$1.2T

Discretionary

26%

Accounts

146,777

Average account

$8.4M

Employees

1,841

Advisory reps

943

Registered since

2003

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 15

• James Fielding Miller Chief Executive Officer CRD 1587301
• Benjamin Stuart Goldstein President CRD 1613111
• Christina Markell-Balleza Managing Director, General Counsel CRD 5993913

12 more executive officers, with direct contact details

Advisory reps 3 of 943

• Meagan E Abbey Investment Adviser Rep CRD 7564476
• Walter Edward Abele Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6303334
• Brandon Carnick Aber Registered Rep · Investment Adviser Rep CRD 5435458

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

Location

Headquarters

4208 Six Forks Rd Ste 1700
Raleigh, NC 27609

County

Wake

Metro area

Raleigh-Cary, NC

Region

South

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: stillwateradv.com

Every state, with registration dates

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