Wealth Management Clients

Please note that the Black Diamond Wealth Management Performance Reporting Portal will be unavailable Saturday, December 8, through Monday, December 10, due to system maintenance.


Advisor Group

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.

With roles in in numerous locations around the U.S., the Advisor Group at CAPTRUST is the tip of the arrow for business development.

From targeting talent, nurturing a culture of excellence, and marketing firm resources, the Advisor Group at CAPTRUST is one of the best places in the country at developing high-performing advisors. Our objective is to operate as one unified practice to gather and service clients.

The Advisor Group at CAPTRUST is a great opportunity for candidates who want to work in the financial services industry. If you have a strong track record of sales success, enjoy working in a team environment, are driven to succeed, and possess superior oral and written communication skills, the Advisor Group at CAPTRUST may be for you.