The National Association of Plan Advisors (NAPA) has just announced their 2017 Young Guns: Top 75 Under 40. CAPTRUST’s John Davenport, Shaun Eskamani, Tyler Gupton, and Christopher Kulick were named to this year’s list, which will be featured in NAPA Net the Magazine.
To access CAPTRUST's current ADV Part 1, click here. On the page, select Firm and in the Firm Name or CRD/SEC# field type CAPFINANCIAL.
CAPTRUST Form ADV Disclosure Brochures (ADV Part 2A):
- For CAPTRUST retirement plan clients
- For CAPTRUST wealth management clients with portfolio managed accounts (PMA Wrap Fee Program)
- For CAPTRUST wealth management clients with separately managed accounts (SMA Wrap Fee Program)
- For CAPTRUST wealth management clients with non-wrap fee-based accounts
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CAPTRUST Financial Advisors (also known as "CapFinancial Partners, LLC") is an investment adviser registered under The Investment Advisers Act of 1940. The principals of CAPTRUST have operated as an advisory team since 1989.
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CAPTRUST Financial Advisors is an investment adviser registered under the Investment Advisers Act of 1940.