Updated October 04, 2023
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CAPTRUST

Investment Advisor Firm
Total assets under management$715B
Years in business27+

About CAPTRUST

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, stands as one of the nation's largest independent retirement plan and investment advisory firms. Their specialization lies in providing consultative advisory services to a diverse clientele, including retirement plan sponsors, endowments, foundations, institutional investors, executives, and high-net-worth individuals.

As fiduciaries, CAPTRUST is legally bound to prioritize their clients' interests above all else, delivering tailored investment strategies that align with each client's unique financial objectives. With a rich history of advising pensions, endowments, and foundations, their wealth of experience offers valuable insights applied to every client's financial needs.

Founded in 1997, CAPTRUST operates as an independent registered investment advisor. Their comprehensive suite of services encompasses investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. Additionally, they provide specialized solutions for ultra-high-net-worth individuals to streamline their financial affairs, mitigate risks, and secure their legacies.

For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, provider analysis, and fee benchmarking. They also prioritize employee wellness and provide guidance to retirement plan participants.

CAPTRUST's visionary approach, deep expertise, and commitment to diversity and inclusion make them a valued and impactful presence in the financial advisory industry.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Planning
  2. Risk Management
  3. Portfolio Management
  4. Cash Flow Planning
  5. Charitable Gift Planning
  6. Education Planning
  7. Estate and Legacy Planning
  8. Family Philanthropic Planning
  9. Insurance Planning
  10. Retirement Planning
  11. Tax Consultation

More about CAPTRUST

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
175112607

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Pricing options

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