Trevor
Mansour
Captrust
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About this Advisor
Trevor Mansour is a financial advisor based out of San Antonio, Texas with a total of 2 years of industry experience. Mansour currently works for Captrust. Over the course of their career, they have held roles at Covenant, Carmax, Lamar Consolidated Hight School, Wayland Baptist University, Univeristy Of Texas At San Antonio, Capfinancial Partners, LLC. (Captrust) and Lifetime Fitness. Mansour has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Texas. Captrust is a firm that has its headquarters in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 people on staff. It controls $715 billion in assets across its 76,254 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 136 charitable organizations. Of its 76,254 accounts, 33% belong to high-net-worth investors who have at least $1 million in assets available to invest. Captrust provides 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. Fees for financial management largely vary depending on the financial services offered. However, fee types charged by Captrust most likely include 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
Trevor Mansour Work History
Trevor has been registered as a financial advisor for 2 years.*
Capfinancial Partners, LLC. (Captrust)
Covenant
Carmax
Carmax
Univeristy Of Texas At San Antonio
Lifetime Fitness
Wayland Baptist University
Lamar Consolidated Hight School
*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 Trevor Mansour 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
New York, NY
Raleigh, NC
Leesburg, VA
Raleigh, NC
Clarkston, MI
Raleigh, NC
Raleigh, NC
Raleigh, NC
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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