DBA: CAPTRUST
| Total AUM | $1.24T |
| Discretionary | $320.18B26% of AUM |
| Non-Discretionary | $916.53B |
| Client Accounts | 146,777 |
| Avg Account Size | $8.4M |
| Employees | 1,841 |
| Peak AUM | $1.24TMar 2026 |
| AUM CAGR | +23.6% /yrover 11 yrs · 122 filings |
Total AUM
$1.2T
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2T | +14.2% | +20.1% | +22.8% | |
| Discretionary AUM | $320.2B | +34.9% | +40.3% | +40.7% | |
| Non-Disc. AUM | $916.5B | +8.4% | +15.3% | +19.0% | |
| Total Accounts | 147k | +15.2% | +24.4% | +28.5% | |
| Avg Account Size | $8M | 0.9% | 3.5% | 4.4% | |
| Employees | 2k | +6.8% | +11.2% | +18.9% | |
| AUM / Employee | $672M | +6.9% | +7.9% | +3.3% | |
Client AUM Segments | |||||
| Wealth AUM | $96.0B | +29.1% | +31.8% | +35.0% | |
| Institutional AUM | $1.1T | +13.1% | +19.5% | +22.2% | |
| Fund / Pooled AUM | $224M | — | 40.6% | 24.0% | |
Client Count Segments | |||||
| HNW Clients | 20k | +5.6% | +13.0% | +23.1% | |
| Institutional | 4k | +1.4% | +8.1% | +10.6% | |
| Pooled / Fund | 17 | — | +9.4% | +11.4% | |
| Individuals | 18k | +26.4% | +29.8% | +31.9% | |
| Total AUM | $1.24T |
| Discretionary | $320.18B |
| Employees | 1841 |
| Client Accounts | 146777 |
| Client Range | More than 500 |
Address
4208 SIX FORKS RD
RALEIGH NC 27609
Phone
919-870-6822
Filing History
122 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$320.2B
25.9% of AUM
Non-Discretionary
$916.5B
74.1% of AUM
Disc. mix ▲ 4.0pp vs 1 year ago