RIA Intelligence

CAPTRUST ADVISORS, LLC

CRD #142941 SEC #801-67587 TAMPA, FL 813-218-5000
SEC Registered
Total AUM
$226M
Discretionary
$226M
Employees
43
Clients
1
Accounts
13

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 24, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRUIN, CHARLES, SCOTTIEXECUTIVE MANAGING PARTNERNA Control
BRUIN, CHARLES, SCOTTIEXECUTIVE MANAGING PARTNERNA Control
BRUIN, CHARLES, SCOTTIEXECUTIVE MANAGING PARTNERNA Control
BRUIN, CHARLES, SCOTTIEXECUTIVE MANAGING PARTNERNA Control
BRUIN, CHARLES, SCOTTIEXECUTIVE MANAGING PARTNERNA Control
BRUIN, CHARLES, SCOTTIEXECUTIVE MANAGING PARTNERNA Control
BRUIN, CHARLES, SCOTTIEXECUTIVE MANAGING PARTNERNA Control
BRUIN, CHARLES, SCOTTIEXECUTIVE MANAGING PARTNERNA Control
GLOVER, BRENDAICHIEF COMPLIANCE OFFICERNA Control
GLOVER, BRENDAICHIEF COMPLIANCE OFFICERNA Control
GLOVER, BRENDAICHIEF COMPLIANCE OFFICERNA Control
GLOVER, BRENDAICHIEF COMPLIANCE OFFICERNA Control
GLOVER, BRENDAICHIEF COMPLIANCE OFFICERNA Control
GLOVER, BRENDAICHIEF COMPLIANCE OFFICERNA Control
GLOVER, BRENDAICHIEF COMPLIANCE OFFICERNA Control
JOHNSTON, MARY, CATHERINEICHIEF COMPLIANCE OFFICERNA Control
JOHNSTON, MARY, CATHERINEICHIEF COMPLIANCE OFFICERNA Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERD Control
BAILEY, ERIC, WILSONIMANAGING PRINCIPALC Control
BAILEY, ERIC, WILSONICHIEF COMPLIANCE OFFICERC Control
BAILEY, ERIC, WILSONIMANAGING MEMBERC Control
BAILEY, ERIC, WILSONICHIEF COMPLIANCE OFFICERC Control
PERRY, SAMUEL, LLOYDIMANAGING PRINCIPALC Control
PERRY, SAMUEL, LLOYDIMANAGING MEMBERC Control
ROBSON, ROGER, EDWARDIMANAGING PRINCIPALC Control
ROBSON, ROGER, EDWARDIMANAGING MEMBERC Control
BAILEY, ERIC, WILSONIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBERB Control
BAILEY, ERIC, WILSONIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control
SCHOTT, STEPHEN, HAROLDIMANAGING MEMBERB Control

Registrations

Federal

IA
May 24, 2017 REGISTERED

Notice Filings (9)

FL GA LA MI NH NY OH RI VA

Address

102 W. WHITING STREET
SUITE 400
TAMPA, FL 33602
United States
Phone: 813-218-5000