Menu

Recent News

Press releases, company announcements, industry recognition, and news about our activities in the communities we serve.

Advanced Filter

Thursday, March 02, 2017 | Raleigh, NC

CAPTRUST CEO Talks M&A Plans

Earlier this week, Mergermarket's Karen Padley published an article based upon an interview with CAPTRUST CEO Fielding Miller during which he discussed registered investment advisor consolidation, the firm's growth in recent years, and plans for continued growth. Mergermarket is the leading provider of forward-looking M&A intelligence and data to M&A professionals and corporations around the world.

Click here to read the Mergermarket article.

About CAPTRUST

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. Headquartered in Raleigh, North Carolina, the firm represents more than $200 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

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