We are building
How can we help you?
One Brick at a Time
Let’s start here.
Client assets under advisement
More than three decades of addressing client needs
Local presence with the strength of a national firm
Dedicated to providing objective fiduciary advice
The CAPTRUST Difference
Depth. Access. Leverage.
We understand that it can be very difficult to discern the differences between CAPTRUST and its competitors. To the untrained eye, we all look the same. And yet, we offer many advantages.
We are different.
Click here to learn why.
How We Can Help
We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.
CAPTRUST for Institutions
As one of the largest registered investment advisors in the U.S., we offer a broad range of services to institutional clients, including corporate and higher-education retirement plans, foundations and endowments, and religious organizations.
Two things remain consistent across the breadth of services we offer and client types. Our financial advisors deliver fiduciary investment advice, always in the best interests of their clients, and we seek to add value above and beyond strictly investment returns.Learn More
CAPTRUST for Individuals
We have gleaned insights over the past 30 years acting as a fiduciary and investment advisor to some of the country’s biggest retirement plans that we can apply to your challenges.
Our size provides us with access to best-in-class investment managers that we couple with customized wealth planning services. Our business model means that our financial advisors’ interests are aligned with yours. They have no products to sell and are in a position to offer truly objective advice.Learn More
Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.
News & Resources
Stay informed with the latest insights and happenings from CAPTRUST.
1 week ago
High Earners Face Retirement Challenges
More money can help employees get ahead financially, but even…
1 month ago
Mission for Nutrition
After Doug Rauch embarked on a fellowship program for retired…
2 months ago
Fiduciary Update | May 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides a…
3 months ago
Transparent Reputations and Nonprofit Organizations
Transparency matters for today’s charitable donor. About a third of…
3 days ago
Planning for Open Enrollment Season at Work
A 2016 Aflac Workforces Study found that 93% of employees…
3 days ago
CAPTRUST Advice for Key Employees
This video highlights the financial complexity that key employees, executives,…
7 days ago
PODCAST: Best Practices for Retirement Plan Committees
The latest episode of Williams Mullen’s Benefits Companion Podcast features…
7 days ago
CAPTRUST Named #1 U.S. Advisory Firm for Fourth Consecutive Year
The July 2019 issue of Financial Advisor magazine ranked CAPTRUST…
1 week ago
CAPTRUST’s Wes Collins on Financial Wellness at Work
Collins explains that plan sponsors should consider educational programs that…
2 weeks ago
CAPTRUST CIO Kevin Barry Speaks to CNBC
Barry was invited onto the program to discuss the U.S.’s…
3 weeks ago
RIA Intel Speaks with Scott Matheson about the SECURE Act
This month RIA Intel met up with CAPTRUST’ Scott Matheson…