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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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Business Operations

The Business Operations Group represents a team of professionals dedicated to ensuring the smooth operational pooling of talent and resources across the firm – so that every client experiences the highest level of service and support we can offer.

Recognition

CAPTRUST Makes TBJ’s List of 2018 Fast 50 Winners

The Triangle Business Journal ranked CAPTRUST among the 50 fastest-growing private companies in the Raleigh, Durham, Chapel Hill area. Winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years.

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