Nroop
Bhavsar
Captrust
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About this Advisor
Nroop Bhavsar is a chartered financial analyst operating in Warren, New Jersey who has 1 year of relevant experience. Bhavsar is currently employed by Captrust. Over the course of their career, they have held roles at Capfinancial Partners, LLC (Captrust), Portfolio Evaluations Inc, Cambridge Associates LLC and Fortigent (Lpl Financial). Bhavsar can advise clients in New Jersey. Captrust is an advisory company that has its headquarters in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 financial advisors. It manages $715 billion in total assets between its 76,254 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 136 charities and foundations. Of its 76,254 client accounts, 33% are held by high-net-worth clients who have at least $1 million in investable assets. Captrust offers a diverse array 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 typically depend on which services the firm provides the client. Fee types billed by Captrust most 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
Nroop Bhavsar Work History
Nroop has been registered as a financial advisor for 1 years.*
Capfinancial Partners, LLC (Captrust)
Portfolio Evaluations Inc
Cambridge Associates LLC
Fortigent (Lpl Financial)
*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 Nroop Bhavsar 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
Leesburg, VA
Raleigh, NC
Bethlehem, PA
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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