Randy
Byard
Captrust
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About this Advisor
Randy Byard is a financial advisor working in Sacramento, California with 2 years of relevant experience. Byard is an employee of Captrust. Throughout their career, they have worked at Royal Alliance Associates, Inc, Capfinancial Partners LLC (Captrust), Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Capfinancial Securities LLC, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Byard has Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in California and Texas. Captrust is a registered investment firm that has its headquarters in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 financial advisors. It has $715 billion in assets under management across its 76,254 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 136 charitable organizations. Of its 76,254 customer accounts, 33% belong to high-net-worth clients who have at least $1 million in assets available to invest. Captrust provides a diverse assortment of services, including 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 for financial management typically are based on which services are offered. Fees charged by Captrust can consist of some blend 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
Randy Byard Work History
Randy has been registered as a financial advisor for 2 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Royal Alliance Associates, Inc
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
*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 Randy Byard 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
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Sacramento, CA
Leesburg, VA
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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