Who We Are

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.

CAPTRUST Community Foundation

Started by CAPTRUST employees, the CAPTRUST Community Foundation applies focus to an ever-growing desire to give back. While the initiative started in 2006, the foundation officially became a 501(c)(3) nonprofit charity in 2007 and specifically focuses on enriching the lives of children. 

Back in its first year, the foundation was thrilled to raise $5,000 to help kids. Now a decade later, it is able to raise hundreds of thousands annually. Our dedication to the foundation is a huge part of our culture and corporate mission and it remains near and dear to our hearts. We are extremely grateful to have the opportunity to help. 


If you would like to help the CAPTRUST Community Foundation or would like to learn more, please visit or call 855.649.0493. 



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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