Captrust Review 2026
FAQ
What types of accounts does Captrust Financial Advisors support?
Captrust Financial Advisors can help its clients manage both taxable brokerage accounts and tax-advantaged retirement accounts. The firm can also help its clients add annuities to their financial plan. Finally, Captrust Financial Advisors explicitly mentions that it helps with education planning, so it might be able to help you set up education accounts, such as 529 plans.
Is Captrust Financial Advisors safe?
Captrust Financial Advisors is a reputable wealth management firm with no recent disciplinary actions. Additionally, its advisors are required to act as fiduciaries, meaning they must always act in their clients’ best interests.
While the firm doesn’t act as a custodian for your investments, it will invest your money in brokerage firms that are protected by Securities Investor Protection Corporation (SIPC) insurance. You could be compensated for your losses that are due to the brokerage’s failure, but not market losses.
That being said, investing always comes with some risk. While Captrust Financial Advisors is generally a safe choice to manage your money, there are no guarantees your investments won’t lose value.
How does Captrust Financial Advisors compare to other advisors?
Unlike many wealth management firms with similar services, Captrust Financial Advisors has no minimum investment requirements, making it more accessible to new investors. Its comprehensive services and AUM fees are on par with many other firms, though at the lowest asset tier, you’ll pay an AUM fee that is slightly above the average.
Is Captrust Financial Advisors suitable for beginners?
Captrust Financial Advisors could be a suitable option for beginners because of its lack of minimum investment requirements. However, because the firm uses a tiered fee schedule, investors with lower balances will pay fees higher than industry benchmarks. If you won’t take advantage of all of the firm’s services, the fee might not be worth it.
What customer support options are available with Captrust Financial Advisors?
Existing Captrust Financial Advisors clients can reach their dedicated advisors via phone, email, its client portal or in-person. The firm also shares contact information for the company and each office on its website, making it easy to get support when you need it.
