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Fielding Miller on Curating Success at CAPTRUST

A recent InvestmentNews article explores how “fueled in part by succession planning among older advisers, the registered investment advisory space saw a record 44 mergers and acquisitions during the first quarter of 2017.” So far this year, CAPTRUST has completed five such transactions, and over the past 12 years, CAPTRUST has merged in 26 firms, to the credit of our strong culture and visionary leadership.

In the article, InvestmentNews’ Jeff Benjamin explains that while CAPTRUST CEO Fielding Miller “is aware of the trend of selling as a succession plan, he is more interested in advisers who want to stick around for a while.” In his own words, Miller recounts, “‘Our mantra is, “Don’t sell out, buy in.” We’re looking for people who still have some gas in the tank and are still looking to grow.’” Being recognized yet again as a leader in this space is a testament to the like-minded advisors who join us and contribute to CAPTRUST’s continued success.

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 $210 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.

Recognition

CAPTRUST Again Named #1 U.S. Advisory Firm

The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics and other indicators of business success.

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Announcements

Demystifying Financial Wellness Webinar Registration

Join us on Wednesday, August 30, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner.

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