Who We Are

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.

CAPCommunity Foundation

Started by CAPTRUST employees, the CAPCommunity Foundation applies focus to an ever-growing desire to give back. While the initiative started in 2006, the foundation officially became a 501(c)(3) nonprofit charity in 2007 and specifically focuses on enriching the lives of children. 

Back in its first year, the foundation was thrilled to raise $5,000 to help kids. Now a decade later, it is able to raise hundreds of thousands annually. Our dedication to the foundation is a huge part of our culture and corporate mission and it remains near and dear to our hearts. We are extremely grateful to have the opportunity to help. 


CAPCommunity Foundation

If you would like to help the CAPCommunity Foundation or would like to learn more, please visit or call 855.649.0493. 


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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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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