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Who We Are
Who We Are
CAPTRUST is an employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, North Carolina, with offices located across the U.S.
Our People
Corporate Heritage
What We Do
What We Do
CAPTRUST specializes in providing investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals.
Wealth Management
- Individual Investors and Families
  Wealth planning, risk management, and investment services.
- Executives and Business Owners
  Corporate benefits planning, risk management, and investment services.
- Professional Athletes
  Cash management, risk management, and post-career financial planning for the unique needs of professional athletes.
- Retirement Plan Participants
  Wealth management services for participants in CAPTRUST-advised retirement plans.
Institutional Consulting
- Retirement Plans
  Investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.
- Endowments and Foundations
  Investment, fiduciary and risk management services for endowments and foundations.
- Religious Services
  As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions.
Recent News
Resources
- Wealth Management
- Institutional Consulting

Endowments and Foundations

We remove investment complexity by providing comprehensive, customized solutions designed to help endowments and foundations accomplish their unique objectives.

Nonqualified Executive Benefits

We help deferred compensation plan sponsors recruit, retain, reward, and retire their most valuable employees by providing comprehensive service rooted in a fiduciary mindset of independence, objectivity, and transparency.

Defined Benefit Plans

We remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets.

Defined Contribution Plans

We help 401(k) and 403(b) plan sponsors manage their plans more effectively with our independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process management.

Wealth Management

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

Fiduciary Update | May 2019

05.16.2019

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides a look at what is trending for fee and investment performance cases. Also covered is the potential for a cascade of fee cases in the healthcare arena, along with a reminder to benefits departments about providing information to plan participants.

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Are You Covered? Investment Advisor RFP for Nonprofits (Webinar Recording)

04.30.2019

This interactive webinar, moderated by CAPTRUST’s Eric Bailey and Greg Middleton, will highlight governance procedures and steps a nonprofit should consider when issuing an advisor RFP.

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Transparent Reputations and Nonprofit Organizations

04.26.2019

Transparency matters for today’s charitable donor. About a third of Americans don’t trust charities to spend their funds well, and more than 60 percent of people globally don’t have faith that nonprofits can accomplish their missions.

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Press Releases

CAPTRUST Continues Growth of Wealth Management Practice with Addition of Two Firms

06.25.2019

CAPTRUST today announced the addition of McQueen, Ball & Associates and Cornerstone Capital Advisors to its growing team. These transactions bring more than $2 billion of client assets to CAPTRUST.

VESTED, Summer 2019

06.10.2019

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.

Smart Business Speaks with Steve Wilt about Finding Advanced Retirement Plan Counsel

06.04.2019

This May, Smart Business caught up with CAPTRUST’s Steve Wilt, senior vice president and financial advisor, to get his thoughts on the importance of working with a genuine expert advisor.