Brandon
Bineau
Captrust
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About this Advisor
Brandon Bineau is a financial advisor who works in Lone Tree, Colorado. Bineau currently works for Captrust. Throughout their career, Bineau has worked at Charles Schwab & Co., Inc, Quality Pools And Spas, Eldora Mountain Ski Club, University Of Colorado, Charles Schwab Bank, Ssb, J.P. Morgan Securities LLC, Jp Morgan Chase Bank, N.A, Capfinancial Securities LLC, Capfinancial Partners LLC (Captrust), Mountain Creek Water Park and Alpinereplay. Bineau maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Texas. Captrust is an advisory company based out of Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 employees. It controls $715 billion in assets under management across its 76,254 customer accounts, making it one of the biggest firms in the country 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 at least $1 million in investable assets. Captrust offers a number 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 charged by financial advisors typically are based on which services are offered. Fees charged by Captrust likely are comprised 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
Brandon Bineau Work History
Brandon has been registered as a financial advisor for 0 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
J.P. Morgan Securities LLC
Jp Morgan Chase Bank, N.A
Charles Schwab Bank, Ssb
Charles Schwab & Co., Inc
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Eldora Mountain Ski Club
Quality Pools And Spas
Mountain Creek Water Park
Alpinereplay
University Of Colorado
*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 Brandon Bineau 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
Brentwood, TN
Raleigh, NC
Montgomery, AL
Raleigh, NC
Clarkston, MI
Englewood, CO
Raleigh, NC
Clarkston, MI
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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