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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.

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Leadership Team

Financial Advisors

Akron, OH

Allentown, PA

Atlanta - Buckhead

Atlanta - Perimeter

Austin, TX

Bethlehem, PA

Birmingham, AL

Boston, MA

Charlotte, NC

Cincinnati, OH

Clarkston, MI

Columbia, MO

Dallas, TX

Dayton, OH

Des Moines, IA

Doylestown, PA

Greensboro, NC

Greenwich, CT

Harrisonburg, VA

Hollywood, FL

Houston, TX

Jackson, MS

Lake Mary, FL

Lexington, VA

Los Angeles, CA

Lynchburg, VA

Minneapolis, MN

Nashville, TN

New York - Downtown

New York - Lake Success

New York - Port Washington

Portland, ME

Raleigh, NC

Richmond, VA

Riverside, CA

Roanoke, VA

Salt Lake City, UT

San Ramon, CA

Santa Barbara, CA

Tampa, FL

Washington, DC

West Hollywood, CA

Consulting Research

Business Operations

Advisor Group

Announcements

VESTED, Summer 2019

We are pleased to announce that the Summer 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail shortly. If you are interested in receiving VESTED Magazine, please let us know via email.

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