Cap Trust Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,982

Total plan assets

$468.8M

Filings (rows)

Direct comp

$224K

Indirect comp

Showing only "CAP TRUST FINANCIAL ADVISORS"

View all 5 variants aggregated →

CAP TRUST10 CAP TRUST ADVISORS5 CAP TRUST FINANCIAL ADVISORS5 CAP TRUST FINANCIAL ADVISOR2 CAP TRUST FINANCIALS1

SERVICES PROVIDED

Investment manager4

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Caleres, Inc. Caleres, Inc. Retirement Plan · all filings	ST LOUIS, MO	Investment manager	3,081	$312.0M	$87K	$0
IBEW Local No. 229 Annuity Fund IBEW Local No. 229 Annuity Fund · all filings	SALEM, VA	Investment manager	228	$55.8M	$40K	$0
IBEW Local No. 229 Annuity Fund IBEW Local No. 229 Annuity Fund · all filings	SALEM, VA	Investment manager	238	$50.7M	$40K	$0
IBEW Local No. 229 Annuity Fund IBEW Local No. 229 Annuity Fund · all filings	SALEM, VA	Investment manager	227	$42.6M	$40K	$0
Chandler Hall Health Services, Inc. Chandler Hall Health Services, Inc. 401(k) Plan · all filings	NEWTOWN, PA	Advisor / Consultant	208	$7.6M	$18K	$0