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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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Consulting Research

CAPTRUST's two reasearch teams, the Consulting Research Group and the Consulting Solutions Group, oversee the firm's primary investment and practice research efforts. Specific areas of oversight include asset allocation, investment manager and vehicle evaluation, plan design, fiduciary best practices, and employee education.

Recognition

CAPTRUST Again Named #1 U.S. Advisory Firm

The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics and other indicators of business success.

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Announcements

VESTED, Summer 2017

We are pleased to announce that the Summer 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 June 26. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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