Audrey
Wheat
Captrust
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About this Advisor
Audrey Wheat is a financial advisor based in Raleigh, North Carolina, working with Captrust. Audrey has previously held positions at T. Rowe Price Investment Services, Inc, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. Audrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Audrey is part of Captrust, which operates out of Raleigh, North Carolina. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Audrey Wheat Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
T. Rowe Price Investment Services, Inc
Disclosures
Please visit the SEC profile of Audrey Wheat 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
Lone Tree, CO
Raleigh, NC
New Hyde Park, NY
Sacramento, CA
San Antonio, TX
Tampa, FL
Birmingham, AL
Phoenix, AZ
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