Menu

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.

Financial Advisors

We believe the best way to build a world-class organization is “one brick at a time.”

CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.

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.

Read More

Recognition

Kevin Monroe Honored with 40 Under 40 Award

ECU recently honored CAPTRUST's Kevin Monroe with its inaugural 40 Under 40 Award in Leadership. This annual award honors 40 former student leaders who demonstrate a commitment to maintaining lifelong relationships with the university and who have made impacts in their fields and communities.

Read More

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.

Read More