CapTrust Advisors

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

Raleigh, North Carolina, United States

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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1
1
1

About CapTrust Advisors

CAPTRUST is a nationwide financial advisory firm that offers comprehensive wealth planning, investment management, and fiduciary services tailored to a diverse client base, including individual investors, retirement plan sponsors, and nonprofit organizations. With over 30 years of experience, CAPTRUST aims to provide expert guidance to help clients navigate their unique financial challenges, ensuring their best interests are prioritized. The company prides itself on its high client retention and commitment to delivering competitive retirement solutions and investment strategies. As a majority employee-owned firm, CAPTRUST fosters a mission-driven culture focused on making a positive impact in the communities it serves.Explore more
CapTrust Advisors's Social MediaPopular SearchesCapTrust Advisors LLCJohn CurrySIC Code 62,628NAICS Code 52,523Show more

CapTrust Advisors Org Chart

PhoneEmail
CM
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Client Management Associate

PhoneEmail
TV
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Senior Client Management Associate

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DD
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Associate

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CQ
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Senior Associate

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BE
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Senior Associate. Participant Advisory Servic...

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AC
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Senior Equity Research Analyst

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BH
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Senior Investment Analyst

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EM
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Client Management Specialist

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CS
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Offensive Security Senior Specialist

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JK
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Financial Advisor

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AD
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Client Management Consultant

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WW
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Client Management Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CapTrust Advisors

<$5M
11-50
Private
-
-
CM
Courtney McGuirkClient Management Associate
$13.4M
11-50
Private
-
1970
CD
Christopher DionInstitutional Investments Co-Chief Investment Officer
$9.7M
11-50
Private
<$5M
2003
BK
Becki KoldsbaekChief Compliance Officer
$8.1M
11-50
Private
-
2005
N/A
<$5M
1-10
Private
-
2009
Julie Denmon, SrVP and Chief Administrative Officer at Key Retirement Solutions
Julie DenmonSrVP and Chief Administrative Officer
<$5M
1-10
Private
-
2002
RP
Richard PoginChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CapTrust Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CapTrust Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CapTrust Advisors.

Top Finance Companies

Frequently Asked Questions Regarding CapTrust Advisors

What is CapTrust Advisors's official website?
CapTrust Advisors's official website is www.captrustadvisors.com
What is CapTrust Advisors's Revenue?
CapTrust Advisors's revenue is <$5 Million
What is CapTrust Advisors's SIC code?
CapTrust Advisors's SIC: 62,628
What is CapTrust Advisors's NAICS code?
CapTrust Advisors's NAICS: 52,523
How many employees does CapTrust Advisors have?
CapTrust Advisors has 11-50 employees
What industry does CapTrust Advisors belong to?
CapTrust Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is CapTrust Advisors competition?
CapTrust Advisors top competitors include: Perceptive Edge, Key Retirement Solutions, Lowe Brockenbrough, Fiduciary Advisory Services
What does CapTrust Advisors do?

CAPTRUST is a nationwide financial advisory firm that offers comprehensive wealth planning, investment management, and fiduciary services tailored to a diverse client base, including individual investors, retirement plan sponsors, and nonprofit organizations. With over 30 years of experience, CAPTRUST aims to provide expert guidance to help clients... navigate their unique financial challenges, ensuring their best interests are prioritized. The company prides itself on its high client retention and commitment to delivering competitive retirement solutions and investment strategies. As a majority employee-owned firm, CAPTRUST fosters a mission-driven culture focused on making a positive impact in the communities it serves.Read More

What are CapTrust Advisors social media links?
CapTrust Advisors Linkedin page CapTrust Advisors Twitter page
Is CapTrust Advisors a public company?
CapTrust Advisors is private company therefore does not currently have an official ticker symbol
See more information about CapTrust Advisors

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