CAPFINANCIAL PARTNERS, LLC
Legal name: CAPTRUST FINANCIAL ADVISORS
CRD #126291 SEC #801-62193 RALEIGH, NC 919-870-6822
SEC Registered Broker-Dealer
Total AUM
$81B
Discretionary
$2.4B
Employees
230
Clients
1
Accounts
2,759
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2014 | $116.2B | $3.6B | $112.6B | 310 | 3,400 |
| Jul 2014 | $116.2B | $3.6B | $112.6B | 285 | 3,400 |
| Apr 2014 | $116.2B | $3.6B | $112.6B | 285 | 3,400 |
| Nov 2013 | $83.3B | $2.5B | $80.8B | 250 | 2,700 |
| Mar 2013 | $83.3B | $2.5B | $80.8B | 250 | 2,700 |
| Jan 2013 | $81B | $2.4B | $78.7B | 230 | 2,700 |
| Jan 2013 | $81B | $2.4B | $78.7B | 230 | 2,700 |
| Apr 2012 | $68.6B | $2.1B | $66.5B | 51 | 2,700 |
| Mar 2012 | $68.6B | $2.1B | $66.5B | 51 | 2,700 |
| Mar 2011 | $55B | $2B | $53B | 51 | -- |
| Jan 2011 | $32B | $1.7B | $30.3B | 51 | -- |
| Sep 2010 | $32B | $1.7B | $30.3B | 51 | -- |
| Aug 2010 | $32B | $1.7B | $30.3B | 51 | -- |
| Jun 2010 | $32B | $1.7B | $30.3B | 51 | -- |
| Jun 2010 | $32B | $1.7B | $30.3B | 51 | -- |
| Apr 2009 | $20B | $1B | $19B | 51 | -- |
| Mar 2008 | $21.4B | $1.3B | $20.1B | 51 | -- |
| Jan 2008 | $16.4B | $303.8M | $16.1B | 51 | -- |
| Sep 2007 | $16.4B | $303.8M | $16.1B | 51 | -- |
| Sep 2007 | $16.4B | $303.8M | $16.1B | 51 | -- |
| May 2007 | $16.4B | $303.8M | $16.1B | 51 | -- |
| May 2007 | $16.4B | $303.8M | $16.1B | 51 | -- |
| Feb 2007 | $16.4B | $303.8M | $16.1B | 51 | -- |
| Jan 2007 | $10.7B | $181.4M | $10.6B | 51 | -- |
| Dec 2006 | $10.7B | $181.4M | $10.6B | 51 | -- |
| Dec 2004 | $2.2B | $122.5M | $2.1B | -- | -- |
| Mar 2004 | $2.2B | $122.5M | $2.1B | -- | -- |
| Oct 2003 | $1.5B | $107M | $1.4B | -- | -- |
DateOct 2014
Total AUM$116.2B
Discretionary$3.6B
Non-Disc.$112.6B
Employees310
Clients3,400
DateJul 2014
Total AUM$116.2B
Discretionary$3.6B
Non-Disc.$112.6B
Employees285
Clients3,400
DateApr 2014
Total AUM$116.2B
Discretionary$3.6B
Non-Disc.$112.6B
Employees285
Clients3,400
DateNov 2013
Total AUM$83.3B
Discretionary$2.5B
Non-Disc.$80.8B
Employees250
Clients2,700
DateMar 2013
Total AUM$83.3B
Discretionary$2.5B
Non-Disc.$80.8B
Employees250
Clients2,700
DateJan 2013
Total AUM$81B
Discretionary$2.4B
Non-Disc.$78.7B
Employees230
Clients2,700
DateJan 2013
Total AUM$81B
Discretionary$2.4B
Non-Disc.$78.7B
Employees230
Clients2,700
DateApr 2012
Total AUM$68.6B
Discretionary$2.1B
Non-Disc.$66.5B
Employees51
Clients2,700
DateMar 2012
Total AUM$68.6B
Discretionary$2.1B
Non-Disc.$66.5B
Employees51
Clients2,700
DateMar 2011
Total AUM$55B
Discretionary$2B
Non-Disc.$53B
Employees51
Clients--
DateJan 2011
Total AUM$32B
Discretionary$1.7B
Non-Disc.$30.3B
Employees51
Clients--
DateSep 2010
Total AUM$32B
Discretionary$1.7B
Non-Disc.$30.3B
Employees51
Clients--
DateAug 2010
Total AUM$32B
Discretionary$1.7B
Non-Disc.$30.3B
Employees51
Clients--
DateJun 2010
Total AUM$32B
Discretionary$1.7B
Non-Disc.$30.3B
Employees51
Clients--
DateJun 2010
Total AUM$32B
Discretionary$1.7B
Non-Disc.$30.3B
Employees51
Clients--
DateApr 2009
Total AUM$20B
Discretionary$1B
Non-Disc.$19B
Employees51
Clients--
DateMar 2008
Total AUM$21.4B
Discretionary$1.3B
Non-Disc.$20.1B
Employees51
Clients--
DateJan 2008
Total AUM$16.4B
Discretionary$303.8M
Non-Disc.$16.1B
Employees51
Clients--
DateSep 2007
Total AUM$16.4B
Discretionary$303.8M
Non-Disc.$16.1B
Employees51
Clients--
DateSep 2007
Total AUM$16.4B
Discretionary$303.8M
Non-Disc.$16.1B
Employees51
Clients--
DateMay 2007
Total AUM$16.4B
Discretionary$303.8M
Non-Disc.$16.1B
Employees51
Clients--
DateMay 2007
Total AUM$16.4B
Discretionary$303.8M
Non-Disc.$16.1B
Employees51
Clients--
DateFeb 2007
Total AUM$16.4B
Discretionary$303.8M
Non-Disc.$16.1B
Employees51
Clients--
DateJan 2007
Total AUM$10.7B
Discretionary$181.4M
Non-Disc.$10.6B
Employees51
Clients--
DateDec 2006
Total AUM$10.7B
Discretionary$181.4M
Non-Disc.$10.6B
Employees51
Clients--
DateDec 2004
Total AUM$2.2B
Discretionary$122.5M
Non-Disc.$2.1B
Employees--
Clients--
DateMar 2004
Total AUM$2.2B
Discretionary$122.5M
Non-Disc.$2.1B
Employees--
Clients--
DateOct 2003
Total AUM$1.5B
Discretionary$107M
Non-Disc.$1.4B
Employees--
Clients--