CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.
The Executive Committee represents the governing body of the firm whose primary function ensures our resources, technology, and intellectual capital are always in alignment with our company mission and core values.
PLANSPONSOR Magazine has named CAPTRUST’s Chris Kulick the Retirement Plan Adviser of the Year in its individual advisor category. Kulick joined CAPTRUST in 2010 and works out of the firm’s office in Doylestown, Pennsylvania.
CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, releases its 2017 performance results with 24% revenue growth and $54 billion in new client assets under advisement.
PLANADVISER’s John Manganaro recently sat down with CAPTRUST CEO Fielding Miller to talk about growth trends. In the exclusive interview, Miller “describes in detail the firm’s success building scale in the 3(38) fiduciary advice market.”
