CAPTRUST has acquired 28 advisor practices in 12 years. In the latest InvestmentNews list of aggregator firms, CAPTRUST ranks as the largest of firms active in this space, with $221 billion of defined contribution (DC) plan assets under advisement and 95 DC-focused advisors.
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“Mark shares [our company] values and successfully led amazing growth at Kimley-Horn. We are honored to welcome him and his unique expertise to our Board of Advisors,” said CAPTRUST CEO Fielding Miller.
On May 29, CAPTRUST will move from its office location in Bethlehem, Pennsylvania, to City Center Allentown’s newly opened Tower 6 office building. The state-of-the-art 12-story tower is located in the heart of Allentown’s urban center.
Barron's institutional consultant ranking recognizes the nation’s top teams specializing in investment consulting for defined contribution plans, defined benefit plans, and endowments and foundations.
PLANSPONSOR Magazine has named CAPTRUST’s Chris Kulick the Retirement Plan Adviser of the Year in its individual advisor category. Kulick joined CAPTRUST in 2010 and works out of the firm’s office in Doylestown, Pennsylvania.
CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, releases its 2017 performance results with 24% revenue growth and $54 billion in new client assets under advisement.