Contact Us

4208 Six Forks Road, Suite 1700
Raleigh, NC   27609
click here for directions >>

800.216.0645 toll free
919.870.8891 fax


Send us a message using the form below:


CAPTRUST Named Top Wealth Manager named CAPTRUST number one in its annual ranking of RIAs focused on wealth management. The publication's Top 100 Retail RIAs of 2016 are ranked based upon total assets under management reported on Form ADV. To make this list, firms must be U.S.-based and serve individual investors as a primary line of business.

Read More


The DOL and CAPTRUST’s No Golf Ball Rule

New DOL rules will require anyone advising on retirement assets to acknowledge fiduciary status in writing and act exclusively in their clients’ best interest. CAPTRUST clients need to know that we have always adhered these standards. We are proponents of the legislation and feel it validates our business model.

Read More