Lawrence
Manning
Captrust
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About this Advisor
Lawrence Manning is a chartered financial analyst based in Boston, Massachusetts with 4 years of industry experience. Manning is on the advisory team at Captrust. Throughout their career, Manning has worked at Boston Advisors, LLC and Capfinancial Partners, LLC. (Captrust). Manning maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts and Texas. Captrust is an advisory company based in Raleigh, NC. It has offices in 69 locations and a total of 1,338 employees. It handles $715 billion in assets under management between its 76,254 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 136 charitable organizations. Of its 76,254 customer accounts, 33% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm 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. Financial management fee schedules are based on the financial services. Fees billed by Captrust may include 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
Lawrence Manning Work History
Lawrence has been registered as a financial advisor for 4 years.*
Capfinancial Partners, LLC. (Captrust)
Boston Advisors, 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 Lawrence Manning 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
Phoenix, AZ
Raleigh, NC
Clarkston, MI
Akron, OH
Raleigh, NC
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.
