Disclosures

CapTrust Financial Advisors (“CapTrust”) is a Registered Investment Advisor with its principal place of business in the State of Michigan. CapTrust and its representatives are in compliance with the current registration requirements imposed upon Registered Investment Advisors by those states in which CapTrust maintains clients.

CapTrust is not giving, or offering to give, investment or financial planning advice through this website. The website is limited to providing general information about CapTrust’s services and should not be construed in any way as an attempt to render personalized advice over the internet. The information provided in this website is also not tax, legal, or regulatory advice, nor should it be considered as an offer or solicitation of any securities, products, or services suitable for any specific investor.

As a condition for using this website, you agree to indemnify, release and hold harmless CapTrust, its officers, partners, employees, and agents from any and all claims, liabilities, damages, losses or expenses, including attorney expenses, resulting from your use of this site or any decisions you make as a result of accessing this website and its contents. All content is solely for your personal, non-commercial use.

Investment Advisors file a registration and reporting form called Form ADV. This document is updated annually or more frequently if there are material changes. This document, as well as the CapTrust privacy policy, can be found by clicking the links below:
Disclosure Brochure (Form ADV Part 2A)
Privacy Policy

You can also request a full copy of the latest version of either of these documents at any time by contacting CapTrust at (616) 392-5332.