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.

CAPTRUST Community Foundation

Started by CAPTRUST employees, the CAPTRUST Community 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. 


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


Upcoming Webinar! Rising Interest Rates

In this upcoming webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood will present their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.

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Press Releases

CAPTRUST Merges with Knox Capital Group

CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.

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VESTED, Winter 2018

We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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