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Who We Are

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.

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Business Operations

The Business Operations Group represents a team of professionals dedicated to ensuring the smooth operational pooling of talent and resources across the firm – so that every client experiences the highest level of service and support we can offer.

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Upcoming Webinar! easy, breezy, RFPeasy

Sit back, relax, and join us for our webinar on conducting a foolproof retirement plan advisor RFP. You’ll hear from CAPTRUST leadership as they cover best practices and discuss real case studies from their experience completing over 1,700 RFPs.

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