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

About the Foundation

The CAPCommunity Foundation was organized in 2007 to provide CAPTRUST employees with opportunities to participate as a group in community outreach efforts.

CAPCommunity Foundation

The mission of the organization is to enrich the lives of children in communities we serve.

Since the organization’s founding, CAPTRUST and its employees have helped hundreds of charities and nonprofits with both fundraising efforts and volunteered time. Last year, the foundation donated nearly $57,000 to more than 55 organizations in need across the country. We were proud as a foundation and a firm to have raised $151,000 for our Charity of Choice, Children’s Flight for Hope.

2016 Charity of Choice

The CAPCommunity Foundation has chosen The Children’s Home of Easton for our 2016 annual fundraising efforts. The home provides group care and other family-like programs in a safe, compassionate atmosphere. The professional staff guide, support, and encourage children to believe in their own self-worth and reach their full potential. 

Children's Home of Easton

For more information about our 2016 Charity of Choice, please visit The Children's Home of Easton's website.

Get Involved

Although the CAPCommunity Foundation was created to give CAPTRUST employees opportunities to connect with their communities, the foundation could always use an extra helping hand. The foundation is a registered 501(c)(3) charity, and is eligible to receive tax-deductible contributions. If you would like to volunteer, donate, or learn more about the CAPCommunity Foundation, please send us a message.
Visit and "Like" the CAPCommunity Foundation on Facebook.


2016 Foundation Committee

Bob Auditore
Allison Carpenter
Megan Cutter
Joe Dillon
Jessica Edris 
Monica Holtgrewe
Wilson Hoyle
Margaret Jarocki

Jennifer Liebel
Cindy Lodor
Becky Madore
Kevin Monroe
Lauren Palsgrove
Jen Perkins
Jessica Rose
Ellen Shaer


Target Date Funds - Ten Years Later

In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.

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Earlier this week, Mergermarket's Karen Padley published an article based upon an interview with CAPTRUST Chief Executive Officer Fielding Miller during which he discussed registered investment advisor consolidation, the firm's growth in recent years, and plans for continued growth.

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