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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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Akron, OH

Atlanta, GA

Austin, TX

Bethlehem, PA

Birmingham, AL

Boston, MA

Charlotte, NC

Cincinnati, OH

Clarkston, MI

Columbia, MO

Dallas, TX

Dayton, OH

Des Moines, IA

Doylestown, PA

Greenwich, CT

Hollywood, FL

Houston, TX

Jackson, MS

Lake Mary, FL

Lexington, VA

Los Angeles, CA

Lynchburg, VA

Minneapolis, MN-Downtown

Minneapolis, MN-Eden Prairie

New York, NY

Philadelphia, PA

Port Washington, NY

Portland, ME

Raleigh, NC

Richmond, VA

Riverside, CA

Santa Barbara, CA

Tampa, FL

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Announcements

VESTED, Fall 2017

We are pleased to announce that the Fall 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 October 24. If you are interested in receiving VESTED Magazine, please let us know via email.

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