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CAPTRUST Named to TBJ’s Top 50 Privately Held Entities

On October 12, 2018, it was announced that CAPTRUST was named in the TBJ list of the Top 50 Privately Held Entities in the Triangle.

The list ranks companies by total number of employees and also includes data on the number of employees in the Triangle, revenue figures, and business type. CAPTRUST was ranked number 44. 

To view the list in its entirety, click here (subscription may be required).


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 $278 billion in client assets with 38 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.

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