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Who We Are

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.

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Leadership Team

Financial Advisors

Akron, OH

Allentown, PA

Atlanta, GA

Austin, TX

Birmingham, AL

Boston, MA

Charlotte, NC

Cincinnati, OH

Clarkston, MI

Columbia, MO

Dallas, TX

Dayton, OH

Des Moines, IA

Doylestown, PA

Greensboro, NC

Greenwich, CT

Hollywood, FL

Houston, TX

Jackson, MS

Lake Mary, FL

Lexington, VA

Los Angeles, CA

Lynchburg, VA

Minneapolis, MN

New York - Downtown

New York - Lake Success

New York - Port Washington

Portland, ME

Raleigh, NC

Richmond, VA

Riverside, CA

Roanoke, VA

Salt Lake City, UT

Santa Barbara, CA

Tampa, FL

Washington, DC

West Hollywood, CA

Consulting Research

Business Operations

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