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CAPTRUST
Legal name: CAPFINANCIAL PARTNERS, LLC
CRD 175112File 801-62193
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.24T
Top 10% of cohort (national)
Discretionary AUM
$320.18B
Non-discretionary $916.53B
Clients
41,750
146,777 accounts
Employees
1,841
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 11, 2003
- Principal office
- 4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC, 27609
- Phone
- 919-870-6822
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.24T
- Discretionary AUM
- $320.18B
- Non-discretionary AUM
- $916.53B
- Discretionary accounts
- 128,474
- Non-discretionary accounts
- 18,303
- Total accounts
- 146,777
- AUM per client
- $29.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 67 | $5.91B |
| Insurance companies | 10 | $1.38B |
| Charitable organizations | 232 | $25.08B |
| High net worth individuals | 18,154 | $89.36B |
| Pooled investment vehicles | 17 | $224.4M |
| Pension and profit sharing plans | 3,523 | $1.07T |
| State or municipal government entities | 49 | $36.55B |
| Individuals (other than high net worth individuals) | 19,698 | $6.61B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.