Capital Trust Advisors
Capital Trust Advisors is an SEC-registered wealth manager in San Rafael, CA with $402.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Capital Trust Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134174, SEC 801-121095, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $402.6M (2026-04-07)
- Firm type
- Wealth Manager
- Location
- San Rafael, CA
- Employees
- 4
- Clients
- 231
- CRD
- 134174
- Ownership
- GOLDBERG, KATIE, PATRICIA; GOLDBERG, JOHN, JACKSON; GOLDBERG, KAY, PATRICIA; LOWENGART, SANFORD, PHILIP
How much AUM does Capital Trust Advisors have?
Capital Trust Advisors reported $402.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Capital Trust Advisors?
Disclosed owners and executives of Capital Trust Advisors include GOLDBERG, KATIE, PATRICIA, GOLDBERG, JOHN, JACKSON, GOLDBERG, KAY, PATRICIA, LOWENGART, SANFORD, PHILIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.