Address

4201 Congress St #160
Charlotte, NC 28209

Contact

Phone: 704.927.0360

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Endowment & Foundation Leaders

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Financial Advisors Charlotte, NC

While our CAPTRUST offices have spread far beyond North Carolina, we’re strongly rooted in the state. One of our many North Carolina offices is located here in the Queen City. We’re proud to offer Charlotte, NC with our financial planning expertise and objective approach. Get started today.

Our Team

William B. Blair

Senior Vice President,
Financial Advisor

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Michael E. Blair

Principal,
Financial Advisor

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David Eller

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Charles Land Hite, Jr.

Principal,
Financial Advisor

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Robert A. Jones

Principal,
Financial Advisor

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We pride ourselves on serving our clients in every stage of their lives. To do so, our diverse and multi-talented team provides financial, tax, and estate planning, as well as investment management.

George Kroustalis