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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 Ranked Second on TBJ’s List of Financial Planners in the Triangle

The Triangle Business Journal recently released its list ranking firms by number of licensed financial planners in the Triangle. The list was locally researched and places CAPTRUST in the number two spot.

CAPTRUST’s Cathy Seeber’s Financial Planning Association Article Mentioned in Forbes Story

Seeber was recently included in a Forbes article originally published in Next Avenue, a Twin Cities-based affiliate of PBS. The article focuses on the financial impact that substance abuse can have on savings.

CAPTRUST Releases Endowment and Foundation Survey Results to Uncover Unique Investment Needs of Nonprofits

The survey primarily focused on nonprofits with long-term investment assets between $10 million and $100 million and included more than 150 responses.