We are building
financial foundations.
How can we help you?
$362 Billion
49 Locations
34 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.
2 days ago
Investors React to Spreading Coronavirus
Yesterday, the U.S. stock market (as measured by the S&P…
2 weeks ago
CAPTRUST Strengthens North Carolina Footprint with Addition of Fountain Financial Associates
The Wilmington-based firm, with five advisors and assets of $654…
2 weeks ago
Fiduciary Update | February 2020
In this installment of Fiduciary Update, CAPTRUST’s own Drew McCorkle…
4 weeks ago
Market Tensions: Some Resolved, Some Resurface
In this latest edition of Investment Strategy, CAPTRUST investment gurus…
1 month ago
Market Update | January 2020
Watch CAPTRUST Chief Investment Officer Kevin Barry discuss potential risks…
1 month ago
CAPTRUST Cybersecurity
In this video, CAPTRUST Chief Technology Officer Jon Meyer discusses…
2 months ago
2020 Outlook
Yesterday’s resolved worries becoming today’s embedded wishes. When investing, it’s…
2 months ago
The SECURE Act Brings Changes for Retirement Savers
The Setting Every Community Up for Retirement Enhancement (SECURE) Act…
2 months ago
The SECURE Act Finally Becomes Law
Last week, as a part of the government’s spending bill,…
2 months ago
Washington, Wall Street, Tech, and Table Stakes: Predictions for 2020
With the end of a decade fast approaching, CAPTRUST experts…
3 months ago
What Lies Ahead for Retirement Plans and Plan Sponsors in 2020 (Webinar Recording)
This webinar explores what lies ahead for retirement plans and…
4 months ago
Durability Is the New Scale
How many RIA owners can take a licking and keep…
4 months ago
Diminishing Returns: The Incredible Shrinking Bond Yield
As we enter the last quarter of the year, the…
4 months ago
Hoyle Featured in Citywire to Talk Wealth Management Business
CAPTRUST has racked up another record year of growth, besting…
5 months ago
A Measured Plan Has the Upper Hand
Today, plan sponsors are getting savvy about measuring retirement plan…
7 months ago
A Look Inside VESTED with the Editor in Chief
Want to know more about VESTED? Get a look behind-the-scenes…
10 months ago
Transparent Reputations and Nonprofit Organizations
Transparency matters for today’s charitable donor. About a third of…
1 day ago
Meyer Talks Cybersecurity with PLANADVISER
As pressure to mitigate cybersecurity threats grows, CAPTRUST Chief Technology…
2 days ago
From Lenoir to the Seventeenth Floor—Triangle Business Journal Features Fielding Miller
In “Raleigh Juggernaut Manages $44B,” Triangle Business Journal Senior Staff…
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