Required Disclosures

CAPTRUST Disclosure Brochure(s)

For Retirement Plan and other Institutional Clients:
ADV Parts 2A & 2B Supplement (Institutional)

To see your institutional financial advisor’s disclosure brochure (ADV Part 2B), choose your advisor below:
John Martin

For Individual and other Wealth Clients:
ADV Parts 2A & 2B Supplement (Wealth)

To see your wealth financial advisor’s disclosure brochure (ADV Part 2B), choose your advisor below:
John Martin
John Pullen
Mike Gray
M
ike Blair
Land Hite
George Kroustalis

Bob Jones
John Mangum

Ed Dalrymple

 

For clients participating in a CAPTRUST wrap fee program, such as “PMA” (Portfolio Management Account) “DCP” (Discretionary Consulting Portfolio) and/or “SMA” (Separately Managed Account):
Wrap Fee Disclosure Brochure (Appendix I) & Part 2b Supplement

Order Routing Disclosure 
(Please type in CAPTRUST Financial Advisors on next page.)

CAPTRUST Financial Advisors is a registered investment advisor and a member of FINRA/SIPC (doing business as “CAPTRUST Financial Advisors”). The principals of CAPTRUST have operated as an advisory team since 1989.

The trade names "CAPTRUST" and "CAPTRUST Financial Advisors" are used under license by CapFinancial Partners, LLC. CAPTRUST owns and manages the company website to provide information to its online users. The following is a legal disclaimer (“General Disclaimer”) that outlines the website’s Terms of Use. By accessing the website, you acknowledge that you have read and understand the site’s Terms of Use and Disclaimer policies.

Terms of Use

General Disclaimer

CAPTRUST Financial Advisors does not render legal, accounting, or tax advice. It has been prepared solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any performance data quoted represents past performance. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results.

Disclaimer of Warranties and Liability

Inaccuracies, errors, downloads
This CAPTRUST site may contain inaccuracies or typographical errors. CAPTRUST does its very best to insure the integrity and security of it sites, but does not warrant that this site, its servers, or e-mail sent from this site are free of viruses or other harmful components. Downloading any material is done at one’s own risk, and CAPTRUST cannot be responsible for any damage to a user’s computer system or loss of data that results from the download of any material. CAPTRUST shall not be liable for any direct or indirect damages arising out of, resulting from, or in any way connected with the use or the inability to use, any delay in, or the performance of this Site.

External Links and third party content
The CAPTRUST website contains external links to third party content (content hosted on sites unaffiliated with CAPTRUST Financial Advisors). The policies and procedures governing these third party sites may differ from those effective on the CAPTRUST company website, as outlined in these Disclaimers. As such, CAPTRUST makes no representations whatsoever regarding any third party content/sites that may be accessible directly or indirectly from the CAPTRUST website. Linking to these third party sites in no way implies an endorsement or affiliation of any kind between CAPTRUST and any third party, including legal authorization to use any trademark, trade name, logo, or copyrighted materials belonging to either entity.

Copyright and Limitations on Use
© 2013 CAPTRUST Financial Advisors. All Rights Reserved

Proprietary content from CAPTRUST (referred to as CAPTRUST copyrighted material) is the property of CAPTRUST Financial Advisors. As such, Copyrighted Material is protected by U.S. copyright and intellectual property laws. You may print and/or “Share” CAPTRUST copyrighted material via Twitter, Facebook, Email Shareware (applicable to select pages only) for personal, noncommercial use only. You may not publish, copy, or otherwise reproduce any CAPTRUST copyrighted material for public/commercial use and/or distribution. Any attempt to reproduce or commercially distribute any copyrighted material without the expressed written permission of CAPTRUST is strictly prohibited. CAPTRUST does not grant any expressed or implied rights to the user under any patents, trademarks, copyrights, or other similar rights. Use of editorial content without the expressed written permission of CAPTRUST Financial Advisors is strictly prohibited.

Logo, Trademarks, and Limitations on Use
The CAPTRUST logomark is a registered Trademark under license for use by CAPTRUST Financial Advisors. Nothing on this website shall be construed as granting; by implication, estoppel, or otherwise, any license or right to use any Trademark displayed on the website without the expressed written permission of CAPTRUST Financial Advisors. CAPTRUST prohibits the use of the CAPTRUST name, any of its registered domain names, and any of its other trademarks as part of a link to or from any site unless approved in advance by CAPTRUST in writing. You may not use any metatags or any other hidden text utilizing any CAPTRUST Company domains, CAPTRUST, or other Trademarks without our expressed written consent.

Regulation
CAPTRUST Financial Advisors is an investment adviser registered under the Investment Advisers Act of 1940 and a broker dealer registered under the Securities Exchange Act of 1934, as well as a member of FINRA and SIPC.