Sarah
Rooding
Captrust
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About this Advisor
Sarah Rooding is a financial advisor who works in Southfield, Michigan who has 3 years of relevant experience. Rooding works at Captrust. Throughout their career, they have worked at Plante Moran Financial Advisors, Michigan State University and Capfinancial Partners, LLC. (Captrust). Rooding maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Michigan. Captrust is a financial advisory firm operating out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 people on staff. It has $715 billion in assets under management between its 76,254 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 136 charities and foundations. Of its 76,254 client accounts, 33% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a number 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 for financial advice vary depending on the type of services. Fee types billed by Captrust may include any 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
Sarah Rooding Work History
Sarah has been registered as a financial advisor for 3 years.*
Capfinancial Partners, LLC. (Captrust)
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan State University
*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 Sarah Rooding 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
Bethlehem, PA
Raleigh, NC
Raleigh, NC
Clarkston, MI
Brentwood, TN
Sacramento, CA
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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