ABOUT US

At its heart CAPTRUST Financial Advisors is a team of experienced professionals dedicated to providing exceptional client service. Part of this thrust is a keen awareness that clients prefer an independent investment advisor that can deliver objective advice without regard to product recommendations. This transparency has enabled CAPTRUST to grow from the vision of an entrepreneurial founder to one of the larger registered investment advisory firms in the country.

Our success is founded on putting clients first, listening to their needs and then providing solutions based on each individual's unique needs and circumstances. Each client relationship is overseen by a team of highly qualified and knowledgeable experts. Our employees are specialists in their respective areas and our unique centralized support model allows clients to receive answers to questions in a timely and wholly objective manner.

Established in 1989 as a group, CAPTRUST has focused on providing fiduciary services to Retirement Plan Sponsors, corporate executives and other affluent individuals. We have a wealth of experience to apply to your situation. This is our business. We can help.