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CAPTRUST
Legal name: CAPFINANCIAL PARTNERS, LLC
CRD 175112File 801-62193
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.2T
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
- Website
- HTTP://WWW.CAPTRUST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.2T
- 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 | $1.1T |
| 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,723 | 1,841 | increased by118 |
| Apr 1, 2026 | Clients | 36,839 | 41,750 | increased by4,911 |
| Apr 1, 2026 | AUM | $1,083,051,008,644 | $1,236,704,853,633 | increased by$153,653,844,989 |
| Apr 1, 2026 | Accounts | 127,387 | 146,777 | increased by19,390 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,046 | 1,723 | increased by677 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 19,832 | 36,839 | increased by17,007 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $655,054,291,754 | $1,083,051,008,644 | increased by$427,996,716,890 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 58,162 | 127,387 | increased by69,225 |
| Apr 1, 2022 | Employees | 785 | 1,046 | increased by261 |
| Apr 1, 2022 | Clients | 14,143 | 19,832 | increased by5,689 |
| Apr 1, 2022 | AUM | $450,010,401,287 | $655,054,291,754 | increased by$205,043,890,467 |
| Apr 1, 2022 | Accounts | 42,717 | 58,162 | increased by15,445 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPTRUST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPTRUST” may also match similarly-named firms). Confirm identity against each filing.
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.