CAPTRUST

Founded in 1997, CAPTRUST is a prominent independent investment advisory and wealth management firm. The company specializes in providing fiduciary investment advice, portfolio management, and comprehensive retirement plan consulting. By offering tailored financial planning, risk management, and endowment advisory services, CAPTRUST supports a diverse client base that includes individuals, families, corporations, and nonprofit organizations. The firm maintains a strong market presence within the investment banking and finance sectors, leveraging its long-standing expertise to deliver institutional-grade financial solutions.

Operating through a robust nationwide network, CAPTRUST manages a significant footprint with 68 locations across the United States. The firm supports its expansive service model with a workforce of 1,000-5,000 employees, ensuring high-touch engagement for its institutional and private clients. Their service portfolio encompasses complex financial wellness programs, family office services, and foundation advisory, positioning the firm as a versatile partner in the wealth management landscape. This operational scale allows the company to maintain consistent service quality while addressing the evolving needs of its broad client demographic.

CAPTRUST competes with major industry players such as Fisher Investments, Cerity Partners, and Mercer Advisors. The firm’s commitment to fiduciary standards and independent advice distinguishes it from many competitors in the financial services market. Meet CAPTRUST's team to learn about the leadership driving these strategic initiatives and the firm's ongoing commitment to client success. By focusing on technical excellence and scalable advisory frameworks, CAPTRUST continues to solidify its position as a leader in the wealth management and retirement consulting industries.