Suntrust Capital Markets, Inc. is a large advisory firm based in Atlanta. It manages $1.35 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 32 other states.
Suntrust Capital Markets provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Suntrust Capital Markets, Inc. is $1.35 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5249% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Suntrust Capital Markets, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Charles Shufeldt has been acting as President since 1 Mar 2001. William J. Mayfield joined the executive team most recently as the Corporate Secretary.
The principal office where Suntrust Capital Markets, Inc. performs its advisory services is located at 303 Peachtree Street Ne, Atlanta, GA 30303 The mailing address of the firm is 303 Peachtree Street Ne, Atlanta, GA 30308. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-813-0837 or by fax 404-813-0040. The normal business hours are 8:30am to 5 pm on Monday - Friday.