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CAPTRUST

Finance · North Carolina, United States · 1,300 Employees

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About

Headquarters

4208 Six Forks Rd Ste 1700, Raleigh, North Caro...

Phone Number

(919) 870-6822

Revenue

$670.2 Million

Industry

Investment Banking Finance

Highlights

-

Total Funding Amount

-

Most Recent Funding Amount

1

Number of Funding Rounds

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Who is CAPTRUST

CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.Explore more
CAPTRUST's Social MediaPopular SearchesCapTrust Advisors LLCCaptrustCAPTRUST CoCAPTRUST Financial AdvisorsSouth Texas Money Management LtdSIC Code 67,679NAICS Code 52,523Show more

CAPTRUST Org Chart

Mark Feldman

Managing Partner & Chief Executive Officer

PhoneEmail
Sylvia Rhine

Chief Financial Officer

PhoneEmail
Robert Miller

Chief Financial Officer

PhoneEmail

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CAPTRUST

$670.2M
1.3K
Mark Feldman Top Executive
$476.8M
3.5K
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$436.3M
1.4K
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CAPTRUST Employee Growth Rate

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CAPTRUST Tech Stack

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Most Recent Scoops

Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Event
Product Marketing, Accounting, Financial Planning, Learning & Development, Field /Outside Sales, Field Marketing, Finance, Financial Operations
Facilities Relocation / Expansion
CAPTRUST is planning to move offices in September 2024. The move will impact approximately 7 employees at the existing office located at 5005 Lyndon B Johnson Fwy, Suite # 1313, Dallas, TX.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
CAPTRUST is planning to move offices in April 2024. The move will impact employees at the existing office located at 4208 Six Forks Rd, Raleigh, NC.
Facilities Relocation/Expansion
Mergers & Acquisitions (M&A)
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CAPTRUST News & Media

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Frequently Asked Questions Regarding CAPTRUST

Where is CAPTRUST located?
CAPTRUST's headquarters are located at 4208 Six Forks Rd Ste 1700, Raleigh, North Carolina, 27609, United States
What is CAPTRUST's phone number?
CAPTRUST's phone number is (919) 870-6822
What is CAPTRUST's official website?
CAPTRUST's official website is www.captrust.com
What is CAPTRUST's Revenue?
CAPTRUST's revenue is $670.2 Million
What is CAPTRUST's SIC code?
CAPTRUST's SIC: 67,679
What is CAPTRUST's NAICS code?
CAPTRUST's NAICS: 52,523
How many employees does CAPTRUST have?
CAPTRUST has 1,300 employees
What industry does CAPTRUST belong to?
CAPTRUST is in the industry of: Investment Banking, Finance
What is CAPTRUST competition?
CAPTRUST top competitors include: Cambridge Associates, Brown Advisory, Newport, Wealth Enhancement Group
What companies has CAPTRUST acquired?
CAPTRUST has acquired the companies: Captrust, South Texas Money Management, Watermark Asset Management, Defined Contribution Advisors
What technology does CAPTRUST use?
Some of the popular technologies that CAPTRUST uses are: Facebook Web Custom Audiences, Facebook Pixel, DocuSign, WordPress.org
Who is the CEO of CAPTRUST?
CAPTRUST's CEO is Mark Feldman
Who is the CFO of CAPTRUST?
CAPTRUST's CFO is Sylvia Rhine
Who is the CTO of CAPTRUST?
CAPTRUST's CTO is Jonathan Meyer
How do I contact CAPTRUST?
CAPTRUST contact info: Phone number: (919) 870-6822 Website: www.captrust.com
What does CAPTRUST do?

CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simpl... ify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.Read More

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

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