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Captrust

RALEIGH, NC

Form ADV and provider website profile · CRD 175112 · regulatory data as of May 27, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Captrust. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$1.2TReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
146,777Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$320.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$916.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCAPFINANCIAL PARTNERS, LLC

CRD number175112

Firm foundedNot reported

SEC registration dateJul 11, 2003

Employees1,841

Advisory professionals885

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

4208 SIX FORKS RD, RALEIGH, NC, 27609

919-870-6822

https://www.captrust.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$1.2T

As of May 27, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans86.6%$1.1T
High-Net-Worth7.2%$89.4B
Municipalities3.0%$36.5B
Charities2.0%$25.1B
Individuals0.5%$6.6B
Corporations0.5%$5.9B

Percentages and AUM are shown from the same reported Form ADV client-type records.