Summary
CapTrust
Founded in 1997
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- CapTrust has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Since CapTrust was founded, the company has experienced slower revenue growth than the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
CapTrust's annual revenue
$1587000
Based on Kona Equity data
-
Revenue per employee
$158700
-
Variance of revenue growth
0.3
-
Annual revenue growth since founding
$58777
-
Revenue growth rate from first known quarter to current
-41.2%
Employee Count
10 employees
-
Employee growth rate from first known quarter to current
-45.7%
Executives
Ronald Price
Relationship Manager
r**@ctfa.comBrian Vandenbrink
President
b**@ctfa.comCalvin Chanski
Advisor, Partner
c**@ctfa.comBryan Linn
Chief Financial Officer & Chief Operations Officer
b**@ctfa.comBen Anderson
Relationship Manager
b**@ctfa.comDirk Zwiep
Partner and Consulting Director
d**@ctfa.comFernando Vigil
Client Service Associate
f**@ctfa.comJason Kooyer
Senior Performance Analyst & Partner
j**@ctfa.comJason Bruxvoort
Portfolio Administrator
j**@ctfa.comWilliam Brown
Senior Investment Consultant
w**@ctfa.comMichael Blair
Principal
m**@ctfa.comRonald Price
Relationship Manager
r**@ctfa.comShanon Tate
Senior Client Service Associate
s**@ctfa.comG Score - 1
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
Web Analysis
-
Rank
4.26 M
-
Page views per visitor
2.0
Location
Unlock unlimited leads
Similar Companies
Pillar Wealth Management
pillarwm.com- Location: Walnut Creek, CA
- Annual Revenue: $1.2M
- Employees: 6
- Pillar Wealth Management is a 100% fee-based private wealth management firm that provides customized wealth management advice to high net worth individuals, families, and privately held company owners. The firm, founded by Haitham 'Hutch' E. Ashoo and ...
John M. Leonard LLC
jmlllc.com- Founded in 2000
- Location: Douglas, MI
- Annual Revenue: $2.0M
- Employees: 9
- JOHN M. LEONARD, LLC is a registered investment advisor that offers individualized portfolio strategies for each client based on their financial objectives, time frame, and risk tolerance. With over 45 years of experience in the capital markets, John M...
Hudson Valley Wealth Management
hudcos.com- Founded in 2008
- Location: Pearl River, NY
- Annual Revenue: $3.8M
- Employees: 7
- Hudson High Touch, High Impact Financial Planning, Wealth Management, & Investment Services. Fee only, SEC registered advisors in NY | We are a wealth management and financial planning firm serving individuals and businesses. Our mission is to provid...
Constant Guidance Financial LLC
cgfadvisor.com- Founded in 2014
- Location: North Attleboro, MA
- Annual Revenue: $1.3M
- Employees: 3
- Mitch Zides, CFA & CFP - Customized Investment Plans, Financial Planning, Comprehensive Wealth Management - Financial Advisor - Build & preserve wealth
Core Wealth Management
core-wm.com- Founded in 2012
- Location: Jupiter, FL
- Annual Revenue: $1.1M
- Employees: 4
- A Fee-Only, Fidicuary, Financial Planning and Investment Management Firm. Our team of highly-trained CFP and Wealth Management professionals are committed to serving your best interests exclusively.
Highsmith Financial Planning
highsmithfinancialplanning.com- Founded in 2009
- Location: Brownsburg, IN
- Annual Revenue: $1.1M
- Employees: 4
- Highsmith Financial Planning is a fee-only financial planning firm located in Brownsburg, IN. They provide a range of financial services, including retirement planning for middle-income workers, caregiving advice, and general financial advice on an as-...
Key Information
- Name: CapTrust
- Category: Financial services
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523910; 523
See similar companies
-
By City Holland Small Financial Planner in Holland Mid-size Financial Planner in Holland Financial services in Holland Small Financial services in Holland Mid-size Financial services in Holland
-
By State MI Small companies in MI Financial services in MI Small Financial services in MI Mid-size Financial services in MI Small Financial Planner in MI Mid-size Financial Planner in MI
-
By Category Financial services Small Financial services Mid-size Financial services
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
-
Firmographic data G Score of 1 Founded in 1997 SIC: 6211 SIC: 621 NAICS: 523910 NAICS: 523 #Brokerage #Finance
Frequently Asked Questions
CapTrust's headquarters are located at 85 E. 8th St., Ste. 160 Holland, MI 49423.
CapTrust's official website is ctfa.com
CapTrust's annual revenue is $1.6 M.
CapTrust's SIC: 6211; 621
CapTrust's NAICS: 523910; 523.
CapTrust has 10 employees
CapTrust is in the industry of Financial services.
