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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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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

Bethlehem, PA

Birmingham, AL

Boston, MA

Charlotte, NC

Chicago, IL

Cincinnati, OH

Clarkston, MI

Columbia, MO

Dallas, TX

Dayton, OH

Des Moines, IA

Doylestown, PA

Greenwich, CT

Houston, TX

Jackson, MS

Lake Mary, FL

Los Angeles, CA

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

Announcements

Target Date Funds - Ten Years Later

In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.

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Recognition

Recognition

CAPTRUST CEO Talks M&A Plans

Earlier this week, Mergermarket's Karen Padley published an article based upon an interview with CAPTRUST Chief Executive Officer Fielding Miller during which he discussed registered investment advisor consolidation, the firm's growth in recent years, and plans for continued growth.

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