Robert
Folkes
Captrust
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About this Advisor
Robert Folkes is a financial advisor operating out of New York, New York with a total of 2 years of industry experience. Folkes is currently employed by Captrust. Throughout their career, they have worked at Splish Splash, Larry'S Lighthouse Marina, The All Star, Hardy Plumbing And Heating, Fredonia Campus Ticket Office, Cammack Larhette Brokerate, Inc, The Vineyards, Bishop Mcgann-Mercy Diocesan High School, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Folkes maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in New York. Captrust is an advisory company based out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 employees. It controls $715 billion in assets under management among its 76,254 client 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% belong to high-net-worth clients who have more than $1 million in assets. Captrust offers 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. Financial advisory fees largely are based on which service is offered. Fee types charged by Captrust may include any combination 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
Robert Folkes Work History
Robert has been registered as a financial advisor for 2 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Cammack Larhette Brokerate, Inc
The Vineyards
Hardy Plumbing And Heating
The All Star
Larry'S Lighthouse Marina
Fredonia Campus Ticket Office
Splish Splash
Bishop Mcgann-Mercy Diocesan High School
*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 Robert Folkes 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
Phoenix, AZ
Akron, OH
Raleigh, NC
Bethlehem, PA
Brentwood, TN
Leesburg, VA
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.
