Bruce
Graham

Captrust

CRD#1572065
Investment Advisor
in Raleigh, NC
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About this Advisor

Bruce Graham is a chartered financial analyst based out of Raleigh, North Carolina, who has 33 years in the industry. Graham is on the advisory team at Captrust. During their career, the advisor has held roles at Captrust, Shields & Company and Managed Account Services. Graham maintains a Series 63 license, certifying them as a securities representative, and is able to work in Connecticut. Captrust is an advisory firm that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 34 locations and a total of 412 employees. It controls $274 billion in assets between its 16,305 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 74 charitable organizations. Of its 16,305 client accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Captrust performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advice largely vary depending on the services offered. However, fee types charged by Captrust may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$273,979,441,749

NC Average: $3,625,019,099
Total Number of Employees

412

NC Average: 22
Total Number of Accounts

16,305

NC Average: 1,917
Average Account Size

$16,803,400

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Bruce Graham Work History

Bruce has 33 years of experience.

2015 - Present (4 years)

Captrust

2006 - Present (13 years)

Managed Account Services

1985 - Present (34 years)

Shields & Company

Disclosures

Bruce Graham has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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