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Who We Are

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

Executive Committee

Financial Advisors

Consulting Research Group

Business Operations Group

Advisor Support Group

Recognition

The Advantages of Scale

CAPTRUST’s Rush Benton, senior director of strategic wealth, examines what scale means for plan advisors and how scale can be an advantage in managing the four critical business issues every advisory firm must eventually address leadership succession, realizing value, solving for business complexity, and maximizing firm growth.

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Announcements

VESTED, Summer 2015

We are pleased to announce that the Summer 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 June 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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Press Releases

Position Paper on Advisor Search Process

CAPTRUST releases position paper outlining best practices for evaluating and selecting retirement plan advisors. The paper gathers insights from the more than 700 requests for proposal (RFPs) CAPTRUST has responded to over the past 10 years into a roadmap for constructing an RFP and managing the RFP process.

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