Mark
Huffman
Captrust
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About this Advisor
Mark Huffman is a certified financial planner based in Sacramento, California with a total of 2 years of industry experience. Huffman is currently employed by Captrust. Throughout their career, Huffman has worked at Royal Alliance Associates, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Moss Adams Securities & Insurance LLC, Moss Adams Wealth Advisors LLC, Royal Alliance, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Huffman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Captrust is an advisory company operating out of Raleigh, NC. It has offices in 69 locations and a total of 1,338 employees. It controls $715 billion in assets under management between its 76,254 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 136 charities and foundations. Of its 76,254 customer accounts, 33% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a diverse assortment of services, such as 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. Fees charged by financial advisors largely vary depending on which services are provided. However, fees charged by Captrust likely include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
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
Mark Huffman Work History
Mark has been registered as a financial advisor for 2 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Royal Alliance
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
Moss Adams Securities & Insurance LLC
Moss Adams Wealth Advisors LLC
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
Royal Alliance Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Huffman 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
Sacramento, CA
Leesburg, VA
Bethlehem, PA
Raleigh, NC
Clarkston, MI
Raleigh, NC
Brentwood, TN
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
