CONTRACTONGOING

Ocala Committee Accepts CapTrust Investment Report

Disclosed value: Approximately $45,000 in investment-management fees for the quarter; From agendapacket
Document date: Oct 29, 2026

What it covers

The City of Ocala Investment Committee accepted CapTrust Asset Management's second-quarter report unanimously. CapTrust manages three investment accounts and reported approximately $45,000 in total investment-management fees for the quarter.

Who holds it

Captrust Asset Management holds this financial services contract with City of Ocala - Procurement Department. Its other public contracts on record include work for City of Ocala.

What happens next

Term as filed: Ongoing investment-management engagement; second quarter 2026 report.

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Contract details

Contract type: Financial Services
Amount: Approximately $45,000 in investment-management fees for the quarter
Document date: October 29, 2026
Term: Ongoing investment-management engagement; second quarter 2026 report
Vendor: Captrust Asset Management
Agency: City of Ocala - Procurement Department
Source document: Ocala AgendaPacket Investment Committee Meeting 2026-11-03 (AgendaPacket)

Captrust Asset Management's other public contracts

City of Ocala, FloridaCapTrust Asset Management To Present Portfolio Update · Aug 4, 2026Undisclosed City of Ocala - Procurement Department, FloridaInvestment Committee Schedules CapTrust Asset Management Report · Aug 4, 2026Undisclosed City of Ocala, FloridaCapTrust Asset Management Investment Report Scheduled · Aug 3, 2026Undisclosed City of Ocala, FloridaCapTrust Asset Management To Report On City Investments · Aug 3, 2026Undisclosed City of Ocala, FloridaCapTrust Asset Management Updates Ocala Investments · May 5, 2026Undisclosed All Captrust Asset Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Ocala - Procurement Department?

Captrust Asset Management was awarded this financial services contract by City of Ocala - Procurement Department, as recorded on October 29, 2026. The contract value is Approximately $45,000 in investment-management fees for the quarter.

How much is the Captrust Asset Management contract with City of Ocala - Procurement Department worth?

The Captrust Asset Management contract with City of Ocala - Procurement Department is valued at Approximately $45,000 in investment-management fees for the quarter, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Ocala AgendaPacket Investment Committee Meeting 2026-11-03 (AgendaPacket), dated October 29, 2026 from City of Ocala - Procurement Department. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Captrust Asset Management hold?

Captrust Asset Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is City of Ocala - Procurement Department currently buying?

Explore City of Ocala - Procurement Department's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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