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.

Executive Committee

Financial Advisors

Consulting Research Group

Business Operations Group

Advisor Support Group


CAPTRUST Named Top Wealth Manager named CAPTRUST number one in its annual ranking of RIAs focused on wealth management. The publication's Top 100 Retail RIAs of 2016 are ranked based upon total assets under management reported on Form ADV. To make this list, firms must be U.S.-based and serve individual investors as a primary line of business.

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The DOL and CAPTRUST’s No Golf Ball Rule

New DOL rules will require anyone advising on retirement assets to acknowledge fiduciary status in writing and act exclusively in their clients’ best interest. CAPTRUST clients need to know that we have always adhered these standards. We are proponents of the legislation and feel it validates our business model.

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