Menu

Important Disclosures

To access CAPTRUST's current ADV Part 1, click here. On the page, select Firm and in the Firm Name or CRD/SEC# field type CAPFINANCIAL.

CAPTRUST Form ADV Disclosure Brochures (ADV Part 2A):

Order Routing Disclosure 
(In the Enter Broker-Dealer's Full Name field, please type in CAPFINANCIAL SECURITIES LLC.)

CAPTRUST Financial Advisors  (also known as "CapFinancial Partners, LLC") is an investment adviser registered under The Investment Advisers Act of 1940. The principals of CAPTRUST have operated as an advisory team since 1989.

The trade names "CAPTRUST" and "CAPTRUST Financial Advisors" are used under license by CapFinancial Partners, LLC. CAPTRUST owns and manages the company website to provide information to its online users. The following is a legal disclaimer (“General Disclaimer”) that outlines the website’s Terms of Use. By accessing the website, you acknowledge that you have read and understand the site’s Terms of Use and Disclaimer policies.

Terms of Use

General Disclaimer

CAPTRUST Financial Advisors does not render legal, accounting, or tax advice. It has been prepared solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any performance data quoted represents past performance. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results.

Disclaimer of Warranties and Liability

Inaccuracies, errors, downloads
This CAPTRUST site may contain inaccuracies or typographical errors. CAPTRUST does its very best to insure the integrity and security of it sites, but does not warrant that this site, its servers, or e-mail sent from this site are free of viruses or other harmful components. Downloading any material is done at one’s own risk, and CAPTRUST cannot be responsible for any damage to a user’s computer system or loss of data that results from the download of any material. CAPTRUST shall not be liable for any direct or indirect damages arising out of, resulting from, or in any way connected with the use or the inability to use, any delay in, or the performance of this Site.

External Links and third party content
The CAPTRUST website contains external links to third party content (content hosted on sites unaffiliated with CAPTRUST Financial Advisors). The policies and procedures governing these third party sites may differ from those effective on the CAPTRUST company website, as outlined in these Disclaimers. As such, CAPTRUST makes no representations whatsoever regarding any third party content/sites that may be accessible directly or indirectly from the CAPTRUST website. Linking to these third party sites in no way implies an endorsement or affiliation of any kind between CAPTRUST and any third party, including legal authorization to use any trademark, trade name, logo, or copyrighted materials belonging to either entity.

Copyright and Limitations on Use
© 2017 CAPTRUST Financial Advisors. All Rights Reserved

Proprietary content from CAPTRUST (referred to as CAPTRUST copyrighted material) is the property of CAPTRUST Financial Advisors. As such, Copyrighted Material is protected by U.S. copyright and intellectual property laws. You may print and/or “Share” CAPTRUST copyrighted material via Twitter, Facebook, Email Shareware (applicable to select pages only) for personal, noncommercial use only. You may not publish, copy, or otherwise reproduce any CAPTRUST copyrighted material for public/commercial use and/or distribution. Any attempt to reproduce or commercially distribute any copyrighted material without the expressed written permission of CAPTRUST is strictly prohibited. CAPTRUST does not grant any expressed or implied rights to the user under any patents, trademarks, copyrights, or other similar rights. Use of editorial content without the expressed written permission of CAPTRUST Financial Advisors is strictly prohibited.

Logo, Trademarks, and Limitations on Use
The CAPTRUST logomark is a registered Trademark under license for use by CAPTRUST Financial Advisors. Nothing on this website shall be construed as granting; by implication, estoppel, or otherwise, any license or right to use any Trademark displayed on the website without the expressed written permission of CAPTRUST Financial Advisors. CAPTRUST prohibits the use of the CAPTRUST name, any of its registered domain names, and any of its other trademarks as part of a link to or from any site unless approved in advance by CAPTRUST in writing. You may not use any metatags or any other hidden text utilizing any CAPTRUST Company domains, CAPTRUST, or other Trademarks without our expressed written consent.

Regulation
CAPTRUST Financial Advisors is an investment adviser registered under the Investment Advisers Act of 1940.

Press Releases

CAPTRUST Announces New Investment Chief

CAPTRUST has announced the hiring of Kevin D. Barry as chief investment officer. Barry will lead the firm’s Consulting Research Group, the 11-person team responsible for investment manager due diligence, asset allocation, and discretionary investment management for the firm’s advisory businesses.

Read More

Recognition

CAPTRUST Named to 2017 PLANADVISER Top 100 List

This year, CAPTRUST was named to the 2017 PLANADVISER Top 100 Retirement Plan Advisers list. Sourcing for this quantitative list begins in September of the prior year and information is pulled from responses to an annual survey. CAPTRUST was one of 12 Mega Teams included in this year’s Top 100.

Read More