John
Marshall
Captrust
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About this Advisor
John Marshall is a certified financial planner who works in Dayton, Ohio. Marshall is currently employed by Captrust. The advisor has gained experience at Capfinancial Partners LLC (Captrust), Pnc Bank, Kelly Services/ Luxottica Retail and University Of Cincinnati. Marshall is registered to advise clients in Ohio. Captrust is a financial advisory firm operating out of Raleigh, NC. It has offices in 69 locations and a total of 1,338 employees. It oversees $715 billion in assets under management among its 76,254 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 136 charities and foundations. Of its 76,254 accounts, 33% belong to high-net-worth clients who have at least $1 million in assets. Captrust offers a number of services, such as 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. Financial advisory fee schedules vary depending on the type of financial services offered. Fees charged by Captrust can be comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
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
John Marshall Work History
John has been registered as a financial advisor for 0 years.*
Capfinancial Partners LLC (Captrust)
Pnc Bank
Pnc Bank
Pnc Bank
Kelly Services/ Luxottica Retail
University Of Cincinnati
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Marshall 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
Raleigh, NC
Raleigh, NC
Leesburg, VA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Sacramento, CA
Clarkston, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
