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

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


Katie Roth Named Woman Business Owner of the Year

CAPTRUST is pleased to present Roth with the Woman Business Owner of the Year award. This award celebrates women with exemplary reputations, histories of mentoring other businesswomen, strong connections to the Des Moines business community, and significant professional achievements.

Read More


CAPTRUST Named to TBJ's Best Places to Work List

CAPTRUST was named in the Large Companies category of Triangle Business Journal's annual survey of the area's Best Places to Work released on August 3, 2015. The TBJ list was compiled and ranked based upon the results of an employee survey conducted by Quantum Workplace.

Read More