Menu

Submit Your RFP

Thank you for your interest in learning more about CAPTRUST. If you would like to speak with someone about our advisory services, please complete the form below (where you can also upload your request for proposal) and a member of our team will respond to your inquiry within 24 hours. Or, please call us at 800.216.0645 and ask to speak with Greg Middleton in the Advisor Support Group.

File to upload (PDF, Excel, or Word files only)

Recognition

CAPTRUST Tops Latest List of DC Aggregator Firms

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.

Read More