CAPFINANCIAL PARTNERS, LLC
Legal name: CAPTRUST
CRD #175112 SEC #801-62193 RALEIGH, NC 919-870-6822
SEC Registered Private Funds
Total AUM
$1.1T
Discretionary
$237.3B
Employees
1,723
Clients
--
Accounts
127,387
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1T | $237.3B | $845.8B | 1,723 | 0 |
| Oct 2025 | $1.1T | $237.3B | $845.8B | 1,723 | 0 |
| Aug 2025 | $1.1T | $237.3B | $845.8B | 1,723 | 0 |
| Aug 2025 | $1.1T | $237.3B | $845.8B | 1,723 | 0 |
| Aug 2025 | $1.1T | $237.3B | $845.8B | 1,723 | 0 |
| Jul 2025 | $1.1T | $237.3B | $845.8B | 1,723 | 0 |
| May 2025 | $1.1T | $237.3B | $845.8B | 1,723 | 0 |
| Mar 2025 | $1.1T | $237.3B | $845.8B | 1,723 | 0 |
| Mar 2025 | $1.1T | $237.3B | $845.8B | 1,723 | 0 |
| Mar 2025 | $852.2B | $162.3B | $689.8B | 1,554 | 0 |
| Mar 2025 | $852.2B | $162.3B | $689.8B | 1,554 | 0 |
| Jan 2025 | $852.2B | $162.3B | $689.8B | 1,554 | 0 |
| Jan 2025 | $852.2B | $162.3B | $689.8B | 1,554 | 0 |
| Dec 2024 | $852.2B | $162.3B | $689.8B | 1,554 | 0 |
| Dec 2024 | $852.2B | $162.3B | $689.8B | 1,554 | 0 |
| Aug 2024 | $852.2B | $162.3B | $689.8B | 1,554 | 0 |
| Mar 2024 | $852.2B | $162.3B | $689.8B | 1,554 | 0 |
| Mar 2024 | $852.2B | $162.3B | $689.8B | 1,554 | 0 |
| Jan 2024 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Jan 2024 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Dec 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Nov 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Oct 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Sep 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Aug 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Jul 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Apr 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Apr 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Apr 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Mar 2023 | $714.6B | $115.9B | $598.6B | 1,338 | 0 |
| Mar 2023 | $655.1B | $75.2B | $579.9B | 1,174 | 0 |
| Feb 2023 | $655.1B | $75.2B | $579.9B | 1,174 | 0 |
| Dec 2022 | $655.1B | $75.2B | $579.9B | 1,174 | 0 |
| Dec 2022 | $655.1B | $75.2B | $579.9B | 1,174 | 0 |
| Nov 2022 | $655.1B | $75.2B | $579.9B | 1,174 | 0 |
| Nov 2022 | $655.1B | $75.2B | $579.9B | 1,174 | 0 |
| Nov 2022 | $655.1B | $75.2B | $579.9B | 1,174 | 0 |
| Aug 2022 | $655.1B | $75.2B | $579.9B | 1,046 | 0 |
| Jul 2022 | $655.1B | $75.2B | $579.9B | 1,046 | 0 |
| Jun 2022 | $655.1B | $75.2B | $579.9B | 1,046 | 0 |
| May 2022 | $655.1B | $75.2B | $579.9B | 1,046 | 0 |
| May 2022 | $655.1B | $75.2B | $579.9B | 1,046 | 0 |
| Apr 2022 | $655.1B | $75.2B | $579.9B | 1,046 | 0 |
| Mar 2022 | $655.1B | $75.2B | $579.9B | 1,046 | 0 |
| Mar 2022 | $450B | $59.8B | $390.2B | 785 | 0 |
| Mar 2022 | $450B | $59.8B | $390.2B | 785 | 0 |
| Feb 2022 | $450B | $59.8B | $390.2B | 785 | 0 |
| Feb 2022 | $450B | $59.8B | $390.2B | 785 | 0 |
| Jan 2022 | $450B | $59.8B | $390.2B | 785 | 0 |
| Dec 2021 | $450B | $59.8B | $390.2B | 785 | 0 |
| Nov 2021 | $450B | $59.8B | $390.2B | 785 | 0 |
| Oct 2021 | $450B | $59.8B | $390.2B | 785 | 0 |
| Sep 2021 | $450B | $59.8B | $390.2B | 785 | 0 |
| Jul 2021 | $450B | $59.8B | $390.2B | 785 | 0 |
| Jul 2021 | $450B | $59.8B | $390.2B | 785 | 0 |
| Jun 2021 | $450B | $59.8B | $390.2B | 785 | 0 |
| Apr 2021 | $450B | $59.8B | $390.2B | 785 | 0 |
| Mar 2021 | $450B | $59.8B | $390.2B | 785 | 0 |
| Feb 2021 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Feb 2021 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Jan 2021 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Jan 2021 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Dec 2020 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Nov 2020 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Nov 2020 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Sep 2020 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Jun 2020 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Jun 2020 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| May 2020 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Apr 2020 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Apr 2020 | $389.2B | $47.8B | $341.3B | 624 | 0 |
| Feb 2020 | $289.7B | $30B | $259.6B | 515 | 0 |
| Feb 2020 | $289.7B | $30B | $259.6B | 515 | 0 |
| Nov 2019 | $289.7B | $30B | $259.6B | 515 | 0 |
| Sep 2019 | $289.7B | $30B | $259.6B | 515 | 0 |
| May 2019 | $289.7B | $30B | $259.6B | 515 | 0 |
| Apr 2019 | $289.7B | $30B | $259.6B | 515 | 0 |
| Apr 2019 | $289.7B | $30B | $259.6B | 515 | 0 |
| Mar 2019 | $289.7B | $30B | $259.6B | 515 | 0 |
| Jan 2019 | $274B | $17.1B | $256.9B | 412 | 0 |
| Nov 2018 | $274B | $17.1B | $256.9B | 412 | 0 |
| Aug 2018 | $274B | $17.1B | $256.9B | 412 | 0 |
| May 2018 | $274B | $17.1B | $256.9B | 412 | 0 |
| May 2018 | $274B | $17.1B | $256.9B | 412 | 0 |
| Apr 2018 | $274B | $17.1B | $256.9B | 412 | 0 |
| Mar 2018 | $274B | $17.1B | $256.9B | 412 | 0 |
| Dec 2017 | $213.5B | $13.4B | $200.1B | 365 | 0 |
| Oct 2017 | $213.5B | $13.4B | $200.1B | 365 | 0 |
| Aug 2017 | $213.5B | $13.4B | $200.1B | 365 | 4,800 |
| Jul 2017 | $213.5B | $13.4B | $200.1B | 365 | 4,800 |
| Jul 2017 | $213.5B | $13.4B | $200.1B | 365 | 4,800 |
| May 2017 | $213.5B | $13.4B | $200.1B | 365 | 4,800 |
| Apr 2017 | $213.5B | $13.4B | $200.1B | 365 | 4,800 |
| Mar 2017 | $213.5B | $13.4B | $200.1B | 365 | 4,800 |
| Mar 2017 | $199.1B | $12.1B | $187B | 357 | 3,800 |
| Mar 2017 | $199.1B | $12.1B | $187B | 357 | 3,800 |
| Jan 2017 | $199.1B | $12.1B | $187B | 357 | 3,800 |
| Nov 2016 | $199.1B | $12.1B | $187B | 357 | 3,800 |
| Mar 2016 | $173.6B | $5B | $168.6B | 352 | 3,700 |
| Nov 2015 | $173.3B | $5.9B | $167.4B | 318 | 3,300 |
| Sep 2015 | $173.3B | $5.9B | $167.4B | 318 | 3,300 |
| Sep 2015 | $173.3B | $5.9B | $167.4B | 318 | 3,300 |
| Aug 2015 | $173.3B | $5.9B | $167.4B | 318 | 3,300 |
| Jul 2015 | $173.3B | $5.9B | $167.4B | 318 | 3,300 |
| Jun 2015 | $173.3B | $5.9B | $167.4B | 318 | 3,300 |
| Jun 2015 | $173.3B | $5.9B | $167.4B | 318 | 3,300 |
| Apr 2015 | $156.9B | $4B | $152.9B | 316 | 3,300 |
| Apr 2015 | $156.9B | $4B | $152.9B | 316 | 3,300 |
| Mar 2015 | $116.2B | $3.6B | $112.6B | 314 | 3,300 |
| Mar 2015 | $116.2B | $3.6B | $112.6B | 314 | 3,300 |
| Mar 2015 | $116.2B | $3.6B | $112.6B | 314 | 3,300 |
DateNov 2025
Total AUM$1.1T
Discretionary$237.3B
Non-Disc.$845.8B
Employees1,723
Clients0
DateOct 2025
Total AUM$1.1T
Discretionary$237.3B
Non-Disc.$845.8B
Employees1,723
Clients0
DateAug 2025
Total AUM$1.1T
Discretionary$237.3B
Non-Disc.$845.8B
Employees1,723
Clients0
DateAug 2025
Total AUM$1.1T
Discretionary$237.3B
Non-Disc.$845.8B
Employees1,723
Clients0
DateAug 2025
Total AUM$1.1T
Discretionary$237.3B
Non-Disc.$845.8B
Employees1,723
Clients0
DateJul 2025
Total AUM$1.1T
Discretionary$237.3B
Non-Disc.$845.8B
Employees1,723
Clients0
DateMay 2025
Total AUM$1.1T
Discretionary$237.3B
Non-Disc.$845.8B
Employees1,723
Clients0
DateMar 2025
Total AUM$1.1T
Discretionary$237.3B
Non-Disc.$845.8B
Employees1,723
Clients0
DateMar 2025
Total AUM$1.1T
Discretionary$237.3B
Non-Disc.$845.8B
Employees1,723
Clients0
DateMar 2025
Total AUM$852.2B
Discretionary$162.3B
Non-Disc.$689.8B
Employees1,554
Clients0
DateMar 2025
Total AUM$852.2B
Discretionary$162.3B
Non-Disc.$689.8B
Employees1,554
Clients0
DateJan 2025
Total AUM$852.2B
Discretionary$162.3B
Non-Disc.$689.8B
Employees1,554
Clients0
DateJan 2025
Total AUM$852.2B
Discretionary$162.3B
Non-Disc.$689.8B
Employees1,554
Clients0
DateDec 2024
Total AUM$852.2B
Discretionary$162.3B
Non-Disc.$689.8B
Employees1,554
Clients0
DateDec 2024
Total AUM$852.2B
Discretionary$162.3B
Non-Disc.$689.8B
Employees1,554
Clients0
DateAug 2024
Total AUM$852.2B
Discretionary$162.3B
Non-Disc.$689.8B
Employees1,554
Clients0
DateMar 2024
Total AUM$852.2B
Discretionary$162.3B
Non-Disc.$689.8B
Employees1,554
Clients0
DateMar 2024
Total AUM$852.2B
Discretionary$162.3B
Non-Disc.$689.8B
Employees1,554
Clients0
DateJan 2024
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateJan 2024
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateDec 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateNov 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateOct 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateSep 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateAug 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateJul 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateApr 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateApr 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateApr 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateMar 2023
Total AUM$714.6B
Discretionary$115.9B
Non-Disc.$598.6B
Employees1,338
Clients0
DateMar 2023
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,174
Clients0
DateFeb 2023
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,174
Clients0
DateDec 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,174
Clients0
DateDec 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,174
Clients0
DateNov 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,174
Clients0
DateNov 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,174
Clients0
DateNov 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,174
Clients0
DateAug 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,046
Clients0
DateJul 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,046
Clients0
DateJun 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,046
Clients0
DateMay 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,046
Clients0
DateMay 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,046
Clients0
DateApr 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,046
Clients0
DateMar 2022
Total AUM$655.1B
Discretionary$75.2B
Non-Disc.$579.9B
Employees1,046
Clients0
DateMar 2022
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateMar 2022
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateFeb 2022
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateFeb 2022
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateJan 2022
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateDec 2021
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateNov 2021
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateOct 2021
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateSep 2021
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateJul 2021
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateJul 2021
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateJun 2021
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateApr 2021
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateMar 2021
Total AUM$450B
Discretionary$59.8B
Non-Disc.$390.2B
Employees785
Clients0
DateFeb 2021
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateFeb 2021
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateJan 2021
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateJan 2021
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateDec 2020
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateNov 2020
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateNov 2020
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateSep 2020
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateJun 2020
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateJun 2020
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateMay 2020
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateApr 2020
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateApr 2020
Total AUM$389.2B
Discretionary$47.8B
Non-Disc.$341.3B
Employees624
Clients0
DateFeb 2020
Total AUM$289.7B
Discretionary$30B
Non-Disc.$259.6B
Employees515
Clients0
DateFeb 2020
Total AUM$289.7B
Discretionary$30B
Non-Disc.$259.6B
Employees515
Clients0
DateNov 2019
Total AUM$289.7B
Discretionary$30B
Non-Disc.$259.6B
Employees515
Clients0
DateSep 2019
Total AUM$289.7B
Discretionary$30B
Non-Disc.$259.6B
Employees515
Clients0
DateMay 2019
Total AUM$289.7B
Discretionary$30B
Non-Disc.$259.6B
Employees515
Clients0
DateApr 2019
Total AUM$289.7B
Discretionary$30B
Non-Disc.$259.6B
Employees515
Clients0
DateApr 2019
Total AUM$289.7B
Discretionary$30B
Non-Disc.$259.6B
Employees515
Clients0
DateMar 2019
Total AUM$289.7B
Discretionary$30B
Non-Disc.$259.6B
Employees515
Clients0
DateJan 2019
Total AUM$274B
Discretionary$17.1B
Non-Disc.$256.9B
Employees412
Clients0
DateNov 2018
Total AUM$274B
Discretionary$17.1B
Non-Disc.$256.9B
Employees412
Clients0
DateAug 2018
Total AUM$274B
Discretionary$17.1B
Non-Disc.$256.9B
Employees412
Clients0
DateMay 2018
Total AUM$274B
Discretionary$17.1B
Non-Disc.$256.9B
Employees412
Clients0
DateMay 2018
Total AUM$274B
Discretionary$17.1B
Non-Disc.$256.9B
Employees412
Clients0
DateApr 2018
Total AUM$274B
Discretionary$17.1B
Non-Disc.$256.9B
Employees412
Clients0
DateMar 2018
Total AUM$274B
Discretionary$17.1B
Non-Disc.$256.9B
Employees412
Clients0
DateDec 2017
Total AUM$213.5B
Discretionary$13.4B
Non-Disc.$200.1B
Employees365
Clients0
DateOct 2017
Total AUM$213.5B
Discretionary$13.4B
Non-Disc.$200.1B
Employees365
Clients0
DateAug 2017
Total AUM$213.5B
Discretionary$13.4B
Non-Disc.$200.1B
Employees365
Clients4,800
DateJul 2017
Total AUM$213.5B
Discretionary$13.4B
Non-Disc.$200.1B
Employees365
Clients4,800
DateJul 2017
Total AUM$213.5B
Discretionary$13.4B
Non-Disc.$200.1B
Employees365
Clients4,800
DateMay 2017
Total AUM$213.5B
Discretionary$13.4B
Non-Disc.$200.1B
Employees365
Clients4,800
DateApr 2017
Total AUM$213.5B
Discretionary$13.4B
Non-Disc.$200.1B
Employees365
Clients4,800
DateMar 2017
Total AUM$213.5B
Discretionary$13.4B
Non-Disc.$200.1B
Employees365
Clients4,800
DateMar 2017
Total AUM$199.1B
Discretionary$12.1B
Non-Disc.$187B
Employees357
Clients3,800
DateMar 2017
Total AUM$199.1B
Discretionary$12.1B
Non-Disc.$187B
Employees357
Clients3,800
DateJan 2017
Total AUM$199.1B
Discretionary$12.1B
Non-Disc.$187B
Employees357
Clients3,800
DateNov 2016
Total AUM$199.1B
Discretionary$12.1B
Non-Disc.$187B
Employees357
Clients3,800
DateMar 2016
Total AUM$173.6B
Discretionary$5B
Non-Disc.$168.6B
Employees352
Clients3,700
DateNov 2015
Total AUM$173.3B
Discretionary$5.9B
Non-Disc.$167.4B
Employees318
Clients3,300
DateSep 2015
Total AUM$173.3B
Discretionary$5.9B
Non-Disc.$167.4B
Employees318
Clients3,300
DateSep 2015
Total AUM$173.3B
Discretionary$5.9B
Non-Disc.$167.4B
Employees318
Clients3,300
DateAug 2015
Total AUM$173.3B
Discretionary$5.9B
Non-Disc.$167.4B
Employees318
Clients3,300
DateJul 2015
Total AUM$173.3B
Discretionary$5.9B
Non-Disc.$167.4B
Employees318
Clients3,300
DateJun 2015
Total AUM$173.3B
Discretionary$5.9B
Non-Disc.$167.4B
Employees318
Clients3,300
DateJun 2015
Total AUM$173.3B
Discretionary$5.9B
Non-Disc.$167.4B
Employees318
Clients3,300
DateApr 2015
Total AUM$156.9B
Discretionary$4B
Non-Disc.$152.9B
Employees316
Clients3,300
DateApr 2015
Total AUM$156.9B
Discretionary$4B
Non-Disc.$152.9B
Employees316
Clients3,300
DateMar 2015
Total AUM$116.2B
Discretionary$3.6B
Non-Disc.$112.6B
Employees314
Clients3,300
DateMar 2015
Total AUM$116.2B
Discretionary$3.6B
Non-Disc.$112.6B
Employees314
Clients3,300
DateMar 2015
Total AUM$116.2B
Discretionary$3.6B
Non-Disc.$112.6B
Employees314
Clients3,300