Whether you’re building up a portfolio or have a long-standing account, CAPTRUST has the experience and resources to give you financial advice you can trust. We cherish our local connections in Kentucky, but have the nationwide reach to pull resources as needed, when needed—all with your local experts right at hand. Get in touch with your local Kentucky CAPTRUST location to learn more about how we can work together.

Financial Stewardship for Kentucky’s Foundations and Futures

In a state where tradition, entrepreneurship, and generosity intersect, financial advice should reflect more than just numbers—it should reflect values. CAPTRUST’s Kentucky-based advisors provide tailored, fiduciary guidance to retirement plan sponsors, nonprofits, and institutions seeking long-term growth and risk-managed strategies. Whether you're supporting the mission of a foundation, planning succession for a family-run business, or optimizing benefits for employees, we bring clarity and perspective rooted in experience. Backed by a national network, our team offers Kentucky clients both local insight and global reach.