We are building
financial foundations.
How can we help you?
$340 Billion
49 Locations
32 Years
Employee Owned
The CAPTRUST Difference
Depth. Access. Leverage.
We understand that it can be very difficult to discern the differences between CAPTRUST and its competitors. To the untrained eye, we all look the same. And yet, we offer many advantages.
We are different.
Click here to learn why.
CAPTRUST for Institutions
As one of the largest registered investment advisors in the U.S., we offer a broad range of services to institutional clients, including corporate and higher-education retirement plans, foundations and endowments, and religious organizations.
Two things remain consistent across the breadth of services we offer and client types. Our financial advisors deliver fiduciary investment advice, always in the best interests of their clients, and we seek to add value above and beyond strictly investment returns.
CAPTRUST for Individuals
We have gleaned insights over the past 30 years acting as a fiduciary and investment advisor to some of the country’s biggest retirement plans that we can apply to your challenges.
Our size provides us with access to best-in-class investment managers that we couple with customized wealth planning services. Our business model means that our financial advisors’ interests are aligned with yours. They have no products to sell and are in a position to offer truly objective advice.
Our Mission
Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.
News & Resources
Stay informed with the latest insights and happenings from CAPTRUST.
11 hours ago
What Lies Ahead for Retirement Plans and Plan Sponsors in 2020
Join us for an upcoming webinar that explores what lies…
6 days ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics…
2 weeks ago
Durability is the New Scale
How many RIA owners can take a licking and keep…
3 weeks ago
Diminishing Returns: The Incredible Shrinking Bond Yield
As we enter the last quarter of the year, the…
3 weeks ago
Hoyle Featured in Citywire to Talk Wealth Management Business
CAPTRUST has racked up another record year of growth, besting…
4 weeks ago
Market Update | October 2019
In this video, CAPTRUST Chief Investment Officer Kevin Barry explains…
2 months ago
A Measured Plan Has the Upper Hand
Today, plan sponsors are getting savvy about measuring retirement plan…
2 months ago
Execute a Foolproof Retirement Plan Advisor RFP
Sit back, relax, and watch our webinar on how to…
4 months ago
A Look Inside VESTED with the Editor in Chief
Want to know more about VESTED? Get a look behind-the-scenes…
7 months ago
Transparent Reputations and Nonprofit Organizations
Transparency matters for today’s charitable donor. About a third of…
2 days ago
High Fives for Making Thrive!
In November, WealthManagement released its very first listing of Thrive…
1 week ago
IRS Announces 2020 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar…
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