PLANSPONSOR Magazine has named CAPTRUST’s Chris Kulick the Retirement Plan Adviser of the Year in its individual advisor category. Kulick joined CAPTRUST in 2010 and works out of the firm’s office in Doylestown, Pennsylvania.
To access CAPTRUST's current ADV Part 1, click here. On the page, select Firm and in the Firm Name or CRD/SEC# field type CAPFINANCIAL.
CAPTRUST Form ADV Disclosure Brochures (ADV Part 2A):
- For CAPTRUST retirement plan clients
- For CAPTRUST wealth management clients with portfolio managed accounts (PMA Wrap Fee Program)
- For CAPTRUST wealth management clients with separately managed accounts (SMA Wrap Fee Program)
- For CAPTRUST wealth management clients with non-wrap fee-based accounts
Order Routing Disclosure
(In the Enter Broker-Dealer's Full Name field, please type in CAPFINANCIAL SECURITIES LLC.)
CAPTRUST Financial Advisors (also known as "CapFinancial Partners, LLC") is an investment adviser registered under The Investment Advisers Act of 1940. The principals of CAPTRUST have operated as an advisory team since 1989.
CAPTRUST Financial Advisors does not render legal, accounting, or tax advice. It has been prepared solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any performance data quoted represents past performance. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results.
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CAPTRUST Financial Advisors is an investment adviser registered under the Investment Advisers Act of 1940.