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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 Named to 2019 PLANADVISER Top 100 List

At more than $300 billion in assets under management, CAPTRUST was listed in the section of “Mega Teams With $12 Billion or More in Retirement Plan Assets Under Advisement.” CAPTRUST was one of 16 Mega Teams listed this year.

CAPTRUST Continues Strategic Growth with Addition of Two Advisory Firms

CAPTRUST today announced the addition of two advisory firms—deals that rounded out 2018, a strong year of growth for the firm. In 2019, that momentum is expected to continue.

CAPTRUST Announces 44 Employee Promotions

“Each of these individuals has been instrumental in our company’s rapid growth and success,” said CEO Fielding Miller. “We have built a high performing team that requires we retain and recognize individuals for their leadership and contributions.”