Captrust Advisors LLC
- Assets, Funds, Holdings
| Captrust Advisors LLC
|
| CRD # | 142941 |
| SEC # | 801-67587 |
| CIK # | 0001512024 |
| AUM |
|
| Employees |
43 (56% Investors, 70% Brokers)
|
| Phone | 813-218-5000 |
| Address | 102 W Whiting Street
Tampa, FL 33602 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($BB) |
Value ($BB) |
|
AAPL
|
2,382.8 |
0.8 |
|
MSFT
|
1,918.2 |
0.5 |
|
PG
|
338.1 |
0.2 |
|
EMR
|
48.4 |
0.2 |
|
AMZN
|
1,093.0 |
0.2 |
|
GOOGL
|
1,475.1 |
0.2 |
|
CVX
|
294.6 |
0.2 |
| |
| |
| |
| |
| Holdings by Sector ($BB) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
13 |
226.0 |
| By Discretionary |
| Discretionary |
13 |
226.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
13 |
226.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
226.0 |
| Total |
13 |
226.0 |
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