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


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.

Read More


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.”

Read More

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.

Read More