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 06/30/21. The fund's latest filing disclosed 11BN in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 06/30/21. The fund's latest filing disclosed 11BN in positions, representing 7% of the manager's regulatory AUM.
CAPTRUST FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPTRUST FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.81% | Tech | 6.16% | -0.25% | 0 | 39% | ||
| IVV | 3.37% | ETF | 8.9% | -0% | 0 | 13% | ||
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FEATURED IN
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...
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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...
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CAPTRUST FINANCIAL Portfolio Concentration
CAPTRUST FINANCIAL Location
4208 SIX FORKS RD
SUITE 1700
RALEIGH, North Carolina
UNITED STATES, 27609
SUITE 1700
RALEIGH, North Carolina
UNITED STATES, 27609
CAPTRUST FINANCIAL Contact Information
Phone Number: 919-870-6822
Fax Number: 919-870-8891
Website: null
Fax Number: 919-870-8891
Website: null
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