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.

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Executive Committee

Financial Advisors

Akron, OH

Atlanta, GA

Bethlehem, PA

Birmingham, AL

Boston, MA

Charlotte, NC

Chicago, IL

Cincinnati, OH

Clarkston, MI

Columbia, MO

Dallas, TX

Dayton, OH

Des Moines, IA

Doylestown, PA

Greenwich, CT

Houston, TX

Jackson, MS

Lake Mary, FL

Los Angeles, CA

Minneapolis, MN

New York, NY

Port Washington, NY

Portland, ME

Raleigh, NC

Richmond, VA

Riverside, CA

Santa Barbara, CA

Consulting Research Group

Business Operations Group

Advisor Support Group


VESTED, Winter 2017

We are pleased to announce that the Winter 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of February 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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