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)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUIN, CHARLES, SCOTT | I | EXECUTIVE MANAGING PARTNER | NA | Control |
| BRUIN, CHARLES, SCOTT | I | EXECUTIVE MANAGING PARTNER | NA | Control |
| BRUIN, CHARLES, SCOTT | I | EXECUTIVE MANAGING PARTNER | NA | Control |
| BRUIN, CHARLES, SCOTT | I | EXECUTIVE MANAGING PARTNER | NA | Control |
| BRUIN, CHARLES, SCOTT | I | EXECUTIVE MANAGING PARTNER | NA | Control |
| BRUIN, CHARLES, SCOTT | I | EXECUTIVE MANAGING PARTNER | NA | Control |
| BRUIN, CHARLES, SCOTT | I | EXECUTIVE MANAGING PARTNER | NA | Control |
| BRUIN, CHARLES, SCOTT | I | EXECUTIVE MANAGING PARTNER | NA | Control |
| GLOVER, BRENDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLOVER, BRENDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLOVER, BRENDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLOVER, BRENDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLOVER, BRENDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLOVER, BRENDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLOVER, BRENDA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSTON, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSTON, MARY, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | D | Control |
| BAILEY, ERIC, WILSON | I | MANAGING PRINCIPAL | C | Control |
| BAILEY, ERIC, WILSON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | C | Control |
| BAILEY, ERIC, WILSON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PERRY, SAMUEL, LLOYD | I | MANAGING PRINCIPAL | C | Control |
| PERRY, SAMUEL, LLOYD | I | MANAGING MEMBER | C | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING PRINCIPAL | C | Control |
| ROBSON, ROGER, EDWARD | I | MANAGING MEMBER | C | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | B | Control |
| BAILEY, ERIC, WILSON | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
| SCHOTT, STEPHEN, HAROLD | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
May 24, 2017 REGISTERED
Notice Filings (9)
FL GA LA MI NH NY OH RI VA
Address
102 W. WHITING STREETSUITE 400
TAMPA, FL 33602
United States
Phone: 813-218-5000