Philip
Dunger

Captrust

CRD#6125619
Investment Advisor
in Raleigh, NC
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About this Advisor

Philip Dunger is a certified financial planner working out of Raleigh, North Carolina, with a total of 10 years of work experience. Dunger is an employee of Captrust. During their career, the advisor has held roles at Fidelity Investments, Durham Police Department, Best Buy, Team Green, Captrust Financial Advisors, Horace Mann Companies, Horace Mann Investors, Inc, Kaplan and Capfinancial Securities, LLC. Dunger has Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in North Carolina. Captrust is a registered investment business that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 34 locations and a total of 412 employees. It manages $274 billion in assets under management among its 16,305 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 74 charitable organizations. Of its 16,305 client accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. Captrust has a number of services, including 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. A financial advisor's fees vary depending on the type of services provided. However, fees charged by Captrust most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

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

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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Philip Dunger Work History

Philip has 10 years of experience.

2018 - Present (1 years)

Captrust Financial Advisors

2018 - Present (1 years)

Capfinancial Securities, LLC

2017 - 2018 (1 years)

Horace Mann Companies

2017 - 2018 (1 years)

Horace Mann Investors, Inc

2017 - Present (2 years)

Kaplan

2011 - 2017 (6 years)

Fidelity Investments

2010 - 2011 (1 years)

Durham Police Department

2009 - 2010 (1 years)

Best Buy

2008 - 2009 (1 years)

Team Green

Disclosures

Philip Dunger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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