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We are building
financial foundations.

How can we help you?

Let’s start here.

Solutions for Institutions Solutions for Individuals

$362 Billion

Client assets under advisement

49 Locations

Local presence with the strength of a national firm

33 Years

More than three decades of addressing client needs

Employee Owned

Dedicated to providing objective fiduciary advice

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.

How We Can Help

We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

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.

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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.

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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.