Recent News

Press releases, company announcements, industry recognition, and news about our activities in the communities we serve.

Advanced Filter

| Raleigh, NC

CAPTRUST Releases Performance Results for a Record 2017

Firm ended fiscal year with 24% revenue growth and $54 billion in new client assets

March 27, 2018 (RALEIGH, NC)  – CAPTRUST Financial Advisors (CAPTRUST), one of the nation’s leading independent wealth management and institutional advisory firms, released its 2017 fiscal year performance results at its annual Shareholder’s Retreat. The firm concluded 2017 with $54 billion in new client assets, bringing the firm’s total assets under management to $248 billion. CAPTRUST also saw 24% revenue growth, added 128 new employees, and welcomed 7 firms under the CAPTRUST brand during this record-breaking year.

“Since day one, we have been steadfast in our view that the key to our long-term success would be our ability to foster a culture of collaboration throughout the company with complete alignment of interests from all parties involved. 2017 was a year that proved our theory and I am incredibly proud of each individual who makes up our 433 employees – without them, we would not be the company we are today,” said CAPTRUST CEO J. Fielding Miller.

CAPTRUST, which is employee owned, has recorded a 25.4% shareholder total return compounded since 2004. The company has 267 total shareholders and maintains a 99.5% net promoter score among employees.

“Advisors succeed here because we help them achieve their highest and best use. Our approach is client-first, and that resulted in a 99% client retention rate in 2017, something we are extremely proud of,” said CAPTRUST Managing Director Rick Shoff. “Our record revenue and growth in 2017 also enabled us to make a substantial reinvestment in our business, since we reinvest half of our profits each year.”

As part of its commitment to give back to the communities they serve, the CAPTRUST Community Foundation, a 501(c)(3) nonprofit organization, donated over $600,000 to 80 children’s charities in 2017. CAPTRUST plans to reach $10 million in donations by 2026. In 2017, the firm launched a strategic plan than that includes goals for revenue growth, profitability, client retention, employee satisfaction, shareholder returns, and expansion into the 35 top U.S. metro markets.

For media inquiries regarding this press announcement, or to speak to a CAPTRUST spokesperson, please contact: For information about joining the CAPTRUST team, visit:

# # #


CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $248 billion in client assets with 35 offices located across the U.S.




CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

Read More