Captrust Financial Services

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

839

Total plan assets

$251.9M

Filings (rows)

Direct comp

$52K

Indirect comp

Showing only "CAPTRUST FINANCIAL SERVICES"

View all 6 variants aggregated →

CAPTRUST FINANCIAL ADVISORS246 CAPTRUST FINANCIAL PARTNERS32 CAPTRUST FINANCIAL13 CAPTRUST FINANCIAL ADVISOR7 CAPTRUST FINANCIAL GROUP6 CAPTRUST FINANCIAL SERVICES1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
A.L.M. Holding Company Security Retirement Plan · all filings	ONALASKA, WI	Advisor / Consultant	839	$251.9M	$52K	$0