For a confidential, exploratory discussion about the opportunity to grow with CAPTRUST, please submit your contact information and a member of our team will contact you soon.

Grow with CAPTRUST

What is your next step? In today's market, many advisors and practice owners face increasing business complexity and are contemplating how to best pursue improved client outcomes, growth, and a more purposeful and rewarding future.

"We're looking for people who still have some gas in the tank." - J. Fielding Miller, CAPTRUST CEO

Over the past decade, dozens of accomplished and entrepreneurial advisors have joined CAPTRUST, tapping into our proprietary formula for sustainable growth that includes:

  • Accountability to and alignment with one another and our clients, rather than to outside investors;
  • A collaborative culture of peers working together in one unified practice;
  • A proven, scalable client service and business model; and
  • A capital reinvestment strategy focused on compounding long-term growth rather than short-term payoff.

The CAPTRUST growth model is anchored by a centralized team of specialists providing a suite of services to financial advisors, who in turn operate their own practice for client service and business development. Each advisor has the discretion and flexibility to delegate non-client facing activity to the home office to maximize their effectiveness. 

A proven and durable strategic buyer, CAPTRUST is employee owned with no venture capital or private equity involvement and thus accountable only to our clients, colleagues and shareholders. We are aligned strategically and financially with our advisors because our main motivation is to help them grow. This is the spirit of the deal.




If you would like to know more about our firm, or any of our services, we would love to speak with you.


Rush Benton 
Senior Director | Advisor Group
919.870.6822 (ext. 10251)
615.584.4624 cell

Connect with Rush

Rick Shoff 
Managing Director | Advisor Group
215.348.8811 (ext. 15112)
215.499.3361 cell

Connect with Rick