Julia
Gavrilov
Captrust
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About this Advisor
Julia Gavrilov is a financial advisor who works in Austin, Texas with 4 years of relevant experience. Gavrilov works at Captrust. Gavrilov has gained experience at Homemaker, Per Stirling Capital Management, South Texas Money Management LTD and Capfinancial Partners, LLC (Captrust). Gavrilov holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Texas. Captrust is a registered investment business based in Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 people on staff. It has $715 billion in assets under management among its 76,254 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 136 charitable organizations. Of its 76,254 accounts, 33% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Captrust performs a number of services, including 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 management fee schedules usually depend on which services the firm provides the client. However, fees billed by Captrust can 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
Julia Gavrilov Work History
Julia has been registered as a financial advisor for 4 years.*
Capfinancial Partners, LLC (Captrust)
South Texas Money Management LTD
Per Stirling Capital Management
Homemaker
*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 Julia Gavrilov 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
Raleigh, NC
Raleigh, NC
Marietta, GA
Sacramento, CA
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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