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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Texas

Every SEC-registered investment adviser representative at a Captrust office in Texas, by city and A to Z.

79 registered advisors work at Captrust in Texas, out of 874 nationwide; it's the firm's number 2 state by advisors, and the most are in San Antonio (26). 25 list the CFP designation and 12 are also registered broker representatives.

Captrust advisors by city in Texas

Every firm in Texas →

San Antonio 26Dallas 18Austin 7Houston 7Fort Worth 6The Woodlands 6Boeme 4Boerne 1El Paso 1Georgetown 1Helotes 1The Colony 1

Captrust advisors in Texas, A to Z

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Captrust advisors in every state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Advisor Moves: who changed firms this week →

Captrust in other states

North Carolina 177Massachusetts 62California 57New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Ohio 22Michigan 19South Carolina 18Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3

Questions

How many Captrust financial advisors are in Texas?

79 investment adviser representatives are registered at Captrust offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 25 list the CFP designation and 12 are also registered as broker representatives.

Where in Texas does Captrust have the most advisors?

San Antonio, with 26, then Dallas (18). Captrust has advisors in 12 cities in Texas.

How do I check a Captrust advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.