CAPTRUST FINANCIAL Overview

Captrust Financial Advisors is an investment advisor that manages 156.9 BN dollars in regulatory AUM and has 316 employees, of which 100 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 891MM in positions, representing 1% of the manager's regulatory AUM.

CAPTRUST FINANCIAL StockAlpha

-3.3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPTRUST FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 45.68% ETF 2.17% 0% 0 29%
EFA 26.11% ETF -3.15% -1.4% 0 13%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CAPTRUST FINANCIAL Founders and Key Employees

Name Title In Position Since
James F. Miller Chief Executive Officer February-2003
John E. Appleby Managing Director, Project Mgt & Acquisitions/Crop/Srop December-2009
Wilson S. Hoyle Managing Director, Head Of Advisor Support Group December-2009
Benjamin S. Goldstein Chief Operations Officer, Head Of Business Operations Group April-2010
Denise M. Buchanan Chief Compliance Officer/Senior Director December-2009
Eric J. Freedman Chief Investment Officer, Head Of Consulting Research Group December-2009
Derick D. Shoff Managing Director, Advisor Support Group December-2009
Bonnie A. Mccullough Chief Financial Officer/Senior Director February-2012
Michael D. Strother Senior Director, Advisor Support Group July-2013

CAPTRUST FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

CAPTRUST FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Our investment strategy begins with an understanding of a Client’s financial goals. Adviser uses demographic and financial information provided by the Client to assess the client’s risk profile and investment objectives in determining an appropriate plan for the client’s assets. Investment strategies generally include long‐ or short‐term purchases of stock portfolios, mutual funds and fixed income securities and may include margin transactions, and options strategies

Investment recommendations are based on an analysis of the Client’s individual needs, and are drawn from research and analysis. However, in general, security analysis methods include fundamental analysis as well as quantitative and qualitative research on a given investment vehicle. Information for this analysis may be drawn from financial newspapers, magazines and databases, research materials prepared by others, annual r...
Get the Full Report

CAPTRUST FINANCIAL Portfolio Concentration

CAPTRUST FINANCIAL Location

4208 SIX FORKS RD
SUITE 1700
RALEIGH, North Carolina
UNITED STATES, 27609

CAPTRUST FINANCIAL Contact Information

Phone Number: 919-870-6822
Fax Number: 919-870-8891
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B