Menu

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.

Advanced Filter

Financial Advisors

We believe the best way to build a world-class organization is “one brick at a time.”

CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.

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

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.

Read More