AdFi
C

Captrust

SEC Registered
Assets Under Management
$25B+
Office Locations
26 offices
Total Accounts
146777

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Services

Private funds / alternatives
Private EquityReal Estate

Leadership

James Fielding Miller
CHIEF EXECUTIVE OFFICER
Llc The Capfinancial Group
MEMBER
John Edmund Russell Appleby
MANAGING DIRECTOR, OPERATIONS GROUP
Wilson Smith Hoyle
MANAGING DIRECTOR, HEAD OF ADVISOR GROUP
Benjamin Stuart Goldstein
PRESIDENT
Denise Mcgee Buchanan
CHIEF COMPLIANCE OFFICER/SENIOR DIRECTOR
Michael David Strother
SENIOR DIRECTOR, ADVISOR GROUP
James Fielding Miller
CHAIRMAN, CEO
Inc. Capfinancial Holdings
MEMBER
Wilson Smith Hoyle
MANAGING DIRECTOR
James Fielding Miller
MANAGER
Wilson Smith Hoyle
MANAGER
Scott Thomas Matheson
MANAGING DIRECTOR, CONSULTING SOLUTIONS GROUP
Halftime Holdings Llc
VOTING AND NON-VOTING MEMBER
Gtcr Fund Xii/b Lp
MEMBER
Benjamin Stuart Goldstein
PRESIDENT, MEMBER
Benjamin Stuart Goldstein
PRESIDENT, DIRECTOR

Office locations

26 offices in 19 states
NC
RaleighHQ
KS
Leawood
IN
Indianapolis
NJ
Warren
TX
San Antonio
MA
Boston
TX
San Antonio
TN
Brentwood
SC
Greenville
AZ
Phoenix
OH
Uniontown
IL
Chicago
NY
New York
MA
Boston
VA
Alexandria
NC
Wilmington
MN
Minnetonka
NC
Charlotte
PA
Allentown
AL
Birmingham
FL
Tampa
UT
Draper
NY
Lake Success
IN
Chesterton
CA
Sacramento
TX
Dallas

Advisors at this firm

Showing 100 of 943

Lawrence Johnson Caison
Investment Adviser Representative
Investment Adviser Representative
Steven Hendrie Morton
Investment Adviser Representative
Investment Adviser Representative
George Harrell Edmiston Jr
Investment Adviser Representative
Dual-registered
Raymond Jay Irons
Investment Adviser Representative
Investment Adviser Representative
Ernest Albert Liebre
Investment Adviser Representative
Dual-registered
Oliver L Haynes
Investment Adviser Representative
Investment Adviser Representative
David Howard Schwartz
Investment Adviser Representative
Dual-registered
Rosanne Costello
Investment Adviser Representative
Investment Adviser Representative
Derick Don Shoff
Investment Adviser Representative
Investment Adviser Representative
David Owen Koch
Investment Adviser Representative
Investment Adviser Representative
David Stix
Investment Adviser Representative
Investment Adviser Representative
Thomas Howard Oliphint
Investment Adviser Representative
Investment Adviser Representative
Robert Scott Lowke
Investment Adviser Representative
Dual-registered
Marilyn Schaja
Investment Adviser Representative
Dual-registered
Donn Allan Johnston
Investment Adviser Representative
Investment Adviser Representative
Michael Edward Blair
Investment Adviser Representative
Dual-registered
Ronald Anthony Heath
Investment Adviser Representative
Dual-registered
Stephen Harold Schott
Investment Adviser Representative
Dual-registered
Marguerite Ann Fagan-Whitmore
Investment Adviser Representative
Dual-registered
Michael David Molewski
Investment Adviser Representative
Dual-registered
Walter Bruce Keys
Investment Adviser Representative
Dual-registered
Denise McGee Buchanan
Investment Adviser Representative
Dual-registered
Edward Virgil Welch
Investment Adviser Representative
Investment Adviser Representative
James Edward Graham
Investment Adviser Representative
Investment Adviser Representative
Ellen Ruth Shaer
Investment Adviser Representative
Investment Adviser Representative
Mikael Winnie Jacobs
Investment Adviser Representative
Investment Adviser Representative
Mark Joseph Langerman
Investment Adviser Representative
Investment Adviser Representative
Phillip Charles Anderson
Investment Adviser Representative
Investment Adviser Representative
William Keller Normann
Investment Adviser Representative
Dual-registered
Tyler J Frech
Investment Adviser Representative
Dual-registered
Lawrence Charles John Manning
Investment Adviser Representative
Investment Adviser Representative
Timothy John Vos
Investment Adviser Representative
Investment Adviser Representative
Paul Howard Schaffer
Investment Adviser Representative
Investment Adviser Representative
Karen Sue Casillas
Investment Adviser Representative
Dual-registered
Jody Ann Werner
Investment Adviser Representative
Investment Adviser Representative
Douglas Andrew Swope
Investment Adviser Representative
Investment Adviser Representative
Edward Christopher Burke
Investment Adviser Representative
Investment Adviser Representative
Michael Alan Sasso
Investment Adviser Representative
Investment Adviser Representative
Bradley Scott Lemon
Investment Adviser Representative
Investment Adviser Representative
Virginia Arnold
Investment Adviser Representative
Investment Adviser Representative
Alan Robert Nachman II
Investment Adviser Representative
Dual-registered
Kelly A Shikany
Financial Professional
Philip Mark Debruyn
Investment Adviser Representative
Dual-registered
Todd Randall Walsh
Investment Adviser Representative
Investment Adviser Representative
Bruce Lincoln Graham
Investment Adviser Representative
Investment Adviser Representative
Marcia J Riveglia Peters
Investment Adviser Representative
Investment Adviser Representative
James Fielding Miller
Investment Adviser Representative
Investment Adviser Representative
John Francis Buckley
Investment Adviser Representative
Dual-registered
Kenneth Rogers
Investment Adviser Representative
Investment Adviser Representative
Paula Marie Tremba
Investment Adviser Representative
Investment Adviser Representative
Daryl Lee Deke
Investment Adviser Representative
Investment Adviser Representative
Mark William Chamberlain
Investment Adviser Representative
Dual-registered
Michael Alan Schreiber
Investment Adviser Representative
Investment Adviser Representative
Allison Varon Hubbell
Investment Adviser Representative
Dual-registered
Lauren Claire Lambert
Investment Adviser Representative
Investment Adviser Representative
Attila Thomas Toth
Investment Adviser Representative
Investment Adviser Representative
Timothy Richard Egan
Investment Adviser Representative
Investment Adviser Representative
Denise Louise Kowitz
Investment Adviser Representative
Dual-registered
John William Wing
Investment Adviser Representative
Investment Adviser Representative
Abigail Marr Psyhogeos
Investment Adviser Representative
Investment Adviser Representative
Thomas J Reynolds III
Investment Adviser Representative
Investment Adviser Representative
Peter Huntington Greaves-Tunnell
Investment Adviser Representative
Investment Adviser Representative
John Carol Garrett Jr
Investment Adviser Representative
Investment Adviser Representative
Stephen Dennis Wilt
Investment Adviser Representative
Dual-registered
Mark Thomas Medlin
Investment Adviser Representative
Dual-registered
Andrew Giocchino Marino
Investment Adviser Representative
Investment Adviser Representative
Deann Elaine Mitchell
Investment Adviser Representative
Investment Adviser Representative
William Earl Schantz
Investment Adviser Representative
Dual-registered
Brian Scott Mitchell
Investment Adviser Representative
Investment Adviser Representative
Rebecca Smith Hedtler
Investment Adviser Representative
Dual-registered
William David Altavilla
Investment Adviser Representative
Dual-registered
Donna Marie Scotti
Investment Adviser Representative
Investment Adviser Representative
Peter Jon Rekstad
Investment Adviser Representative
Investment Adviser Representative
Melinda Malek Reineke
Investment Adviser Representative
Dual-registered
Robert Charles Auditore
Investment Adviser Representative
Investment Adviser Representative
Michael Stephen Pratico
Investment Adviser Representative
Investment Adviser Representative
Michael Patrick Volo
Investment Adviser Representative
Dual-registered
Earle Winston Allen
Investment Adviser Representative
Dual-registered
Richard Lee Clement
Investment Adviser Representative
Dual-registered
Clarence Hopkins King III
Investment Adviser Representative
Investment Adviser Representative
Jean Duffy
Investment Adviser Representative
Dual-registered
Thomas Francis Muldowney Jr
Investment Adviser Representative
Dual-registered
Ryan Gregory Jantzen
Investment Adviser Representative
Dual-registered
Joseph Anthony Scarpo
Investment Adviser Representative
Investment Adviser Representative
Mark I Miller
Investment Adviser Representative
Investment Adviser Representative
Kipp Gordon Small
Investment Adviser Representative
Dual-registered
Michael James Vogelzang
Investment Adviser Representative
Investment Adviser Representative
George Dickson Griswold
Investment Adviser Representative
Investment Adviser Representative
Michael Alden Webb
Investment Adviser Representative
Dual-registered
John Stafford Martin
Investment Adviser Representative
Dual-registered
James Alvin Cannon Jr
Investment Adviser Representative
Investment Adviser Representative
Thomas Stanley Hardgrove
Investment Adviser Representative
Dual-registered
Eugene Christopher Ylo IV
Investment Adviser Representative
Dual-registered
Gerald Edward Mang Jr.
Investment Adviser Representative
Investment Adviser Representative
Debra Lyn Hightower
Investment Adviser Representative
Dual-registered
Marion Anthony Jabczenski II
Investment Adviser Representative
Investment Adviser Representative
Terence H Crowgey
Investment Adviser Representative
Investment Adviser Representative
Thomas Samuel Gile
Investment Adviser Representative
Investment Adviser Representative
Gregory Scott Parker
Investment Adviser Representative
Investment Adviser Representative
Michael John Passalinqua
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#175112
SEC Number
801-62193
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Performance-based

Data as of September 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Captrust 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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Captrust in Raleigh, NC - Fees, Services & Advisors