We are building
financial foundations.
How can we help you?
Let’s start here.
$300 Billion
Client assets under advisement
32 Years
More than three decades of addressing client needs
43 Locations
Local presence with the strength of a national firm
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.
Learn More
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.
Learn MoreOur mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.
Our Mission
News & Resources
Stay informed with the latest insights and happenings from CAPTRUST.
Announcements
3 weeks ago
South Texas Money Management Announces Plans to Join CAPTRUST
CAPTRUST is a leading independent wealth management and institutional investment…
Wealth Management
4 weeks ago
Anxious August
It’s August. School hasn’t started yet, and many families are…
Retirement Plans
1 month ago
Fiduciary Update | August 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle touches on…
Wealth Management
2 months ago
Investment Strategy | July 2019
In this edition of Investment Strategy, readers hear from CAPTRUST’s…
Wealth Management
2 months ago
A Look Inside VESTED with the Editor in Chief
Want to know more about VESTED? Get a look behind-the-scenes…
Resources
2 months ago
High Earners Face Retirement Challenges
More money can help employees get ahead financially, but even…
VESTED Magazine
3 months ago
Mission for Nutrition
After Doug Rauch embarked on a fellowship program for retired…
Endowments & Foundations
5 months ago
Transparent Reputations and Nonprofit Organizations
Transparency matters for today’s charitable donor. About a third of…
Announcements
2 days ago
PODCAST: Importance of Investment Policy Statements
Beryl Ball, a senior vice president and financial advisor at…
Announcements
3 weeks ago
CAPTRUST Featured in PLANADVISER Cover Story
PLANADVISER’s July/August cover story focuses on the merger and acquisition…
Announcements
3 weeks ago
Steve Wilt Talks to PLANADVISER about CAPTRUST’s 3(38) Service Offering
The piece includes commentary from an interview between PLANADVISER journalist…
Retirement Plans
3 weeks ago
Execute a Foolproof Retirement Plan Advisor RFP
Sit back, relax, and join us for our webinar on…
Announcements
4 weeks ago
CAPTRUST Bolsters Wealth Management Leadership with Addition of Frank Bub
As CAPTRUST continues to develop its wealth management business, Bub…
Announcements
1 month ago
John Appleby’s Byline Article, “Extreme Makeover: Office Edition”, Published by WealthManagement
According to Appleby, “When firms are tackling the larger issue…