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CAPTRUST Expands New England Presence With Boston Financial Management

CAPTRUST today announced the addition of Boston Financial Management (BFM). The firm adds nearly $5 billion of client assets, an …

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16 CAPTRUST Advisors on 2024 NAPA Top Women of Excellence List

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The CAPTRUST Community Foundation Supports 75 Nonprofits on Annual Giving Day

The CAPTRUST Community Foundation today announced $10,000 donations to 75 charities across the country, totaling $750,000, as part of the nonprofit’s fifth …

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CAPTRUST Ranks Third on Best Places to Work List

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CAPTRUST Exceeds $1 Trillion of Total Client Assets

CAPTRUST today announced a major milestone, eclipsing $1 trillion of total client assets as of June 30, 2024.

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CAPTRUST Takes Top Spot

For the 9th consecutive year, CAPTRUST has earned the top spot as the largest registered investment advisor in the U.S.

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Press Release
1.18.2024
CAPTRUST Adds in Texas: Engrave Wealth Partners
Announcement
1.12.2024
The CAPTRUST Community Foundation Announces $1,166,450 in Donations for 2023
Press Release
12.8.2023
CAPTRUST Expands Presence in Pacific Northwest With Trutina Financial
Announcement
11.16.2023
CAPTRUST Advisors Named to 2024 NAPA Aces List
Press Release
11.3.2023
CAPTRUST Adds North Carolina’s Normann Financial
Press Release
10.30.2023
CAPTRUST Closes 70th Deal: Column Capital
Announcement
10.24.2023
CAPTRUST Named on 2023 NAPA Women Advisors List
Press Release
9.19.2023
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
Announcement
9.18.2023
CAPTRUST Named to Barron’s 2023 Top RIA List
Announcement
8.25.2023
CAPTRUST Ranks #7 on Best Places to Work List
Announcement
8.24.2023
CAPTRUST Community Foundation Supports 76 Nonprofits on Giving Day
Press Release
7.12.2023
San Antonio’s Southern Wealth Management Joins CAPTRUST

In the Media

What CAPTRUST’s purchase of a $1.1B RIA near Seattle means for RIAs
Financial Planning, Victoria Zhuang

Local Limelight with CAPTRUST’s Wilson Hoyle
AXIOS Raleigh, Zachery Earnes

CAPTRUST CEO: How We Built One of America’s Biggest Independent Wealth Managers
Barron’s, Steve Garmhausen

‘We’re the largest RIA in the industry’: CAPTRUST wealth head talks UHNW push
Citywire, Andrew Foerch

10 People to Watch in Wealth Management in 2024
Barron’s, Andrew Welsch

CAPTRUST buys Triangle-based firm that oversees $1.3B in assets
Triangle Business Journal, Lauren Ohnesorge

To connect with the CAPTRUST media relations team, please email media@captrust.com

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