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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 25, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, CHARLES, WILLIAM | I | PRINCIPAL | NA | |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | MANAGING MEMEBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | MANAGING MEMEBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | MANAGING MEMEBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | MANAGING MEMEBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MANNING, MARK, JOSEPH | I | MANAGING MEMEBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 25, 2019 REGISTERED
Notice Filings (4)
DE MD NJ PA
Address
330 KENNETT PIKESUITE 209
CHADDS FORD, PA 19317
United States
Phone: (610) 388-6246