Captrust Financial Advisor

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

1,625

Total plan assets

$82.6M

Filings (rows)

Direct comp

$193K

Indirect comp

Showing only "CAPTRUST FINANCIAL ADVISOR"

View all 6 variants aggregated →

CAPTRUST FINANCIAL ADVISORS240 CAPTRUST FINANCIAL PARTNERS31 CAPTRUST FINANCIAL13 CAPTRUST FINANCIAL ADVISOR7 CAPTRUST FINANCIAL GROUP6 CAPTRUST FINANCIAL SERVICES1

SERVICES PROVIDED

Advisor / Consultant7

Prospecting the plans that use Captrust Financial Advisor?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 7 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Wall Colmonoy Corporation Wall Colmonoy Corporation 401(k) Plan · all filings	MADISON HEIGHTS, MI	Advisor / Consultant	318	$19.0M	$35K	$0
Wall Colmonoy Corporation Wall Colmonoy Corporation 401(k) Plan · all filings	MADISON HEIGHTS, MI	Advisor / Consultant	295	$16.3M	$34K	$0
Wall Colmonoy Corporation Wall Colmonoy Corporation 401(k) Plan · all filings	MADISON HEIGHTS, MI	Advisor / Consultant	280	$14.2M	$33K	$0
United Way for Southeastern Michigan 403(b) Thrift Plan for United Way for Southeastern Michigan · all filings	DETROIT, MI	Advisor / Consultant	158	$9.8M	$24K	$0
United Way for Southeastern MI 403(b) Thrift Plan for United Way for Southeastern MI · all filings	DETROIT, MI	Advisor / Consultant	204	$9.4M	$23K	$0
United Way for Southeastern MI 403(b) Thrift Plan for United Way for Southeastern MI · all filings	DETROIT, MI	Advisor / Consultant	207	$7.6M	$23K	$0
A. J. Danboise SON, Inc. Danboise & the Learning Tree Centers Employees 401(k) Retirement Plan · all filings	FARMINGTON HILLS, MI	Advisor / Consultant	163	$6.4M	$22K	$0