Audrey
Scroggs

Captrust

CRD#7228339
Investment Advisor
in Phoenix, AZ

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About this Advisor

Audrey Scroggs is a financial advisor based in Phoenix, Arizona, working with Captrust. Audrey has previously held positions at Capfinancial Partners, LLC. (Captrust), Mra Associates, Instacart, Funland, Student, Panera, Kindle, Full Time Student At Arizona State University, Bodhi, and Wealthnest Planners. Audrey has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Audrey is part of Captrust, which operates out of Phoenix, Arizona. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

2375 E Camelback Rd., Suite 700
Phoenix, AZ 85016

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

AZ Average: $3,625,019,099
Total Number of Employees

1,554

AZ Average: 22
Total Number of Accounts

100,603

AZ Average: 1,917
Average Account Size

$8,470,653

AZ Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Audrey Scroggs Work History

2020 - Present (4 years)

Capfinancial Partners, LLC. (Captrust)

2020 - 2020 (< 1 year)

Mra Associates

2020 - 2020 (< 1 year)

Instacart

2020 - 2020 (< 1 year)

Wealthnest Planners

2018 - 2021 (3 years)

Full Time Student At Arizona State University

2018 - 2019 (1 year)

Bodhi

2016 - 2019 (3 years)

Kindle

2015 - 2016 (1 year)

Panera

2014 - 2014 (< 1 year)

Funland

2014 - 2015 (1 year)

Student

Disclosures

Please visit the SEC profile of Audrey Scroggs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Captrust

Beth Cornell
Lone Tree, CO
Mark Salazar
San Antonio, TX
David Stix
Houston, TX
Shawn Morris
Boerne, TX
Jessica Mayo
San Antonio, TX
Ryan Lee
Dayton, OH
Catherine Bragg
Birmingham, AL
Audrey Scroggs
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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