William
Blair

Captrust

CRD#5840974
Investment Advisor
in Raleigh, NC
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About this Advisor

William Blair is a certified financial planner working out of Raleigh, North Carolina, with 13 years of financial industry experience. Blair currently works for Captrust. Throughout their career, Blair has worked at Captrust, Capfinancial Securities, LLC, Wells Fargo and Wells Fargo Advisors. Blair maintains a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in North Carolina. Captrust is an advisory company that has its headquarters in Raleigh, North Carolina. The company has offices in 34 locations and a total of 412 advisors. It oversees $274 billion in assets under management between its 16,305 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 74 charitable organizations. Of its 16,305 customer accounts, just 8% are held by high-net-worth investors who have more than $1 million in assets. The company provides a broad set 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. Fees charged by financial advisors usually are based on which service is provided. Fees charged by Captrust most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

$289,654,600,995

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

515

NC Average: 22
Total Number of Accounts

19,209

NC Average: 1,917
Average Account Size

$15,079,109

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

William Blair Work History

William has 13 years of experience.

2015 - Present (4 years)

Captrust

2015 - Present (4 years)

Capfinancial Securities, LLC

2011 - 2015 (4 years)

Wells Fargo

2010 - 2011 (1 year)

Wells Fargo Advisors

Disclosures

William Blair has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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