Lynchburg, VA-based firm Davidson & Garrard has joined our growing team of advisors, marking CAPTRUST’s seventh merger in 2017. CAPTRUST now operates in 35 offices nationwide and oversees more than $244 billion of client assets.
Individual Investors and Families
Wealth planning, risk management, and investment services.
Executives and Business Owners
Corporate benefits planning, risk management, and investment services.
Cash management, risk management, and post-career planning for the unique needs of professional athletes.
Retirement Plan Participants
Wealth management services for participants in CAPTRUST-advised retirement plans.