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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.

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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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