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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.

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.

Press Releases

CAPTRUST and Pensionmark® Announce Strategic Partnership

CAPTRUST Financial Advisors and Pensionmark Retirement Group have announced a strategic partnership designed to create the financial services industry’s premier platform for retirement plan advisors. The combined firms are expected to serve more than 3,000 institutional clients with over $170 billion of assets under advisement.

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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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In the Community

2015 Big Fundraiser Announcement

The CAPCommunity Foundation names The Children's Flight of Hope as the 2015 Big Fundraiser Initiative Charity. Children's Flight of Hope’s mission is to provide free air transportation to and from medical facilities for seriously ill and injured children who — due to medical, financial, or logistical reasons — are unable to reach their destinations by any other method.

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