Christopher
Stauffer

Captrust

CRD#5781468
Investment Advisor
in Raleigh, NC

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About this Advisor

Christopher Stauffer is a financial advisor based in Raleigh, North Carolina, working with Captrust. Christopher has previously held positions at Valley Forge Asset Mgmt Corp, Bb&T Inst Invest Advisers, and Captrust Financial Advisors. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Christopher 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

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

1,554

NC Average: 22
Total Number of Accounts

100,603

NC Average: 1,917
Average Account Size

$8,470,653

NC Average: $1,890,985

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

Christopher Stauffer Work History

2018 - Present (6 years)

Captrust Financial Advisors

2016 - 2018 (2 years)

Bb&T Inst Invest Advisers

2012 - 2015 (3 years)

Valley Forge Asset Mgmt Corp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher Stauffer 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

James Valmonte
Raleigh, NC
Katie Eldred
Englewood, CO
Shawn Morris
Boerne, TX
Beth Cornell
Lone Tree, CO
Jessica Mayo
San Antonio, TX
John Buckley
Boston, MA
Catherine Bragg
Birmingham, AL
Mark Huffman
Sacramento, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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