Brett
Johnson

Captrust

CRD#4642934
Investment Advisor
in Draper, UT

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About this Advisor

Brett Johnson is a chartered financial consultant working out of Draper, Utah, who has been in the financial industry for 13 years. Johnson is an advisor for Captrust. Over the course of their career, they have held roles at Kcg Securities, LLC, Knox Capital Advisors LLC, Geneos Wealth Management, Inc, M Holdings Securities, Inc, Capfinancial Securities LLC and Captrust Financial Advisors. Johnson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Captrust is a registered investment business that has its headquarters in Draper, Utah. The company has offices in 34 locations and a total of 412 people on staff. It has $274 billion in total assets across its 16,305 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 74 charities and foundations. Of its 16,305 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number of services, such as 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. Financial advisory fees largely vary depending on which services the firm provides the client. Fees charged by Captrust can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

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

13961 S Minuteman Drive Suite 300
Draper, UT 84020

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Captrust Brokerage Details

Total Assets Under Management

$289,654,600,995

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

515

UT Average: 22
Total Number of Accounts

19,209

UT Average: 1,917
Average Account Size

$15,079,109

UT 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

Brett Johnson Work History

Brett has 13 years of experience.

2018 - Present (1 year)

Capfinancial Securities LLC

2018 - Present (1 year)

Captrust Financial Advisors

2010 - 2017 (7 years)

Kcg Securities, LLC

2010 - 2010 (< 1 year)

M Holdings Securities, Inc

2006 - 2009 (3 years)

Geneos Wealth Management, Inc

2005 - 2017 (12 years)

Knox Capital Advisors LLC

Disclosures

Brett Johnson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Captrust

Denise Kowitz
Allentown, PA
Philip Dunger
Raleigh, NC
Jeffrey Loehwing
Doylestown, PA
Deanna Bamford
Santa Barbara, CA
Katie Chambers
Bethlehem, PA
Joshua Haire
West Chester, OH
Devyn Duex
Santa Barbara, CA
Sean Teesdale
Doylestown, PA

This content was compiled from the SEC and FINRA.

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