CAPITAL TRUST ADVISORS
SEC RegisteredBuilding the legacy you want by guiding your wealth across generations.
About the firm
Capital Trust Advisors is a team of classically trained portfolio managers with over 125 combined years of experience in both bull and bear markets, dedicated to serving private investors. The firm is committed to delivering a true fiduciary experience built on trust and transparency, providing objective financial advice driven by clients' unique goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Advisory, and Wealth Management, delivered through a fiduciary relationship with a focus on customized investments, clear objectives, and maximizing after-tax, inflation, and risk-adjusted returns.
Who they serve
Private investors and their families, including those seeking wealth management across generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 119 | $49M |
| High Net Worth Individuals | 112 | $354M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| $500,000 - $2,000,000 | 1.20% |
| $2,000,000 - $5,000,000 | 1.00% |
| Over $5,000,000 | — |
Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITAL TRUST ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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