CT FINANCIAL ADVISORS, LLC
Legal name: CAPTRUST FINANCIAL ADVISORS
CRD #159662 SEC #801-72986 CHADDS FORD, PA (610) 388-6246
SEC Registered Private Funds
Total AUM
$199.2M
Discretionary
$11.4M
Employees
5
Clients
0
Accounts
536
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $199.2M | $11.4M | $187.8M | 5 | 0 |
| Mar 2019 | $199.2M | $11.4M | $187.8M | 5 | 0 |
| Mar 2018 | $209.2M | $15M | $194.3M | 6 | 0 |
| Mar 2017 | $192.4M | $17.8M | $174.6M | 5 | 200 |
| Mar 2016 | $205.3M | $16.2M | $189.1M | 5 | 200 |
| Apr 2015 | $213.4M | $18.9M | $194.5M | 5 | 200 |
| Feb 2015 | $213.4M | $18.9M | $194.5M | 5 | 200 |
| Feb 2014 | $198.9M | $18.9M | $180M | 5 | 300 |
| Nov 2013 | $170M | $19.9M | $150.1M | 5 | 200 |
| Mar 2013 | $170M | $19.9M | $150.1M | 5 | 200 |
| Jul 2012 | $160.1M | $19.1M | $140.9M | -- | 0 |
| Jun 2012 | $160.1M | $19.1M | $140.9M | -- | 0 |
| May 2012 | $160.1M | $19.1M | $140.9M | -- | 0 |
| May 2012 | $160.1M | $19.1M | $140.9M | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
DateApr 2019
Total AUM$199.2M
Discretionary$11.4M
Non-Disc.$187.8M
Employees5
Clients0
DateMar 2019
Total AUM$199.2M
Discretionary$11.4M
Non-Disc.$187.8M
Employees5
Clients0
DateMar 2018
Total AUM$209.2M
Discretionary$15M
Non-Disc.$194.3M
Employees6
Clients0
DateMar 2017
Total AUM$192.4M
Discretionary$17.8M
Non-Disc.$174.6M
Employees5
Clients200
DateMar 2016
Total AUM$205.3M
Discretionary$16.2M
Non-Disc.$189.1M
Employees5
Clients200
DateApr 2015
Total AUM$213.4M
Discretionary$18.9M
Non-Disc.$194.5M
Employees5
Clients200
DateFeb 2015
Total AUM$213.4M
Discretionary$18.9M
Non-Disc.$194.5M
Employees5
Clients200
DateFeb 2014
Total AUM$198.9M
Discretionary$18.9M
Non-Disc.$180M
Employees5
Clients300
DateNov 2013
Total AUM$170M
Discretionary$19.9M
Non-Disc.$150.1M
Employees5
Clients200
DateMar 2013
Total AUM$170M
Discretionary$19.9M
Non-Disc.$150.1M
Employees5
Clients200
DateJul 2012
Total AUM$160.1M
Discretionary$19.1M
Non-Disc.$140.9M
Employees--
Clients0
DateJun 2012
Total AUM$160.1M
Discretionary$19.1M
Non-Disc.$140.9M
Employees--
Clients0
DateMay 2012
Total AUM$160.1M
Discretionary$19.1M
Non-Disc.$140.9M
Employees--
Clients0
DateMay 2012
Total AUM$160.1M
Discretionary$19.1M
Non-Disc.$140.9M
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0