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Who We Are
Who We Are
CAPTRUST is an employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, North Carolina, with offices located across the U.S.
Our People
Corporate Heritage
What We Do
What We Do
CAPTRUST specializes in providing investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals.
Wealth Management
- Individual Investors and Families
  Wealth planning, risk management, and investment services.
- Executives and Business Owners
  Corporate benefits planning, risk management, and investment services.
- Professional Athletes
  Cash management, risk management, and post-career financial planning for the unique needs of professional athletes.
- Retirement Plan Participants
  Wealth management services for participants in CAPTRUST-advised retirement plans.
Institutional Consulting
- Retirement Plans
  Investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.
- Endowments and Foundations
  Investment, fiduciary and risk management services for endowments and foundations.
- Religious Services
  As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions.
Recent News
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- Wealth Management
- Institutional Consulting

VESTED Voices | Pro Athletes Giving Back

Captrust

We are pleased to announce that the second installment of VESTED Voices is now available. VESTED Voices is the video series associated with VESTED, CAPTRUST’s magazine for clients and friends. In general, this installment focuses on pro athletes giving back; specifically, we speak with Rod Brind’Amour, Ricky Proehl, and Thomas Davis regarding their ongoing charitable efforts.

To learn more, and to view the video, please click here.

Resources

Recognition

CAPTRUST Is Named to List of Charlotte’s Largest Financial Planning Firms

This April, the Charlotte Business Journal released its list of the largest financial planning firms in the Charlotte-area. “We are honored to be included on the list,” says CAPTRUST Senior Vice President and Financial Advisor Michael Blair.

CAPTRUST Is Honored with Triangle Business Journal 2019 Corporate Philanthropy Award

“We are humbled to be recognized with [this award], and to be grouped with so many amazing organizational peers,” says Devyn Duex, financial advisor and co-president of the CAPTRUST Community Foundation.

Nine CAPTRUST Advisor Teams Named among Barron’s 2019 Top 50 Institutional Consultants

“We make up almost 20 percent of the Barron’s Top 50 list. These are world-class professionals and very talented teams. Best of all, they are just the tip of the CAPTRUST iceberg,” said CEO Fielding Miller.