What We Do

CAPTRUST Financial Advisors specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.

Institutional Consulting

Defined Contributions Plans
Investment and fiduciary services for 401(k), 403(b), and other defined contribution plans. 

Defined Benefit Plans
Investment and fiduciary services for defined benefit pension plans. 

Nonqualified Executive Benefits
Investment and plan management services for nonqualified deferred compensation plans.

Foundations and Endowments
Investment, fiduciary and risk management services for foundations and endowments.


VESTED, Fall 2015

We are pleased to announce that the Fall 2015 issue of VESTED, CAPTRUST's magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of November 16. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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NAPA Names Top Women Advisors of 2015

The National Association of Plan Advisors (NAPA) today announced on its website the winners of its inaugural Top Women Advisors list. According to NAPA, this list recognizes leaders among the growing number of women “making significant contributions to this field” who are “in a league of their own.”

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Press Releases

Parker Carlson & Johnson Joins Forces with CAPTRUST

CAPTRUST announced that it will merge Parker Carlson & Johnson Investment Management into its wealth management practice. Dayton-based, PCJ has been providing wealth management and investment advisory services to individuals, families, corporations, and non-profit entities since 1982.

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