CAPTRUST
CAPTRUST is one of the nation's largest independent investment advisory firms with more than $800 billion in client assets under advisement. Founded in 1997, CAPTRUST develops financial strategies based on each client’s unique financial needs and goals. The firm specializes in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high-net worth individuals. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families.
ABOUT CAPTRUST
CAPTRUST is one of the largest independent retirement plan and investment advisory firms in the country.
For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, plan design, provider analysis and fee benchmarking, and employee advice programs.
The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies.
With more than 1,500 employees across 90 locations nationwide, CAPTRUST oversees more than $817 billion in assets, including just over $668 billion in non discretionary assets under advisement, and just over $170 billion in discretionary managed account assets (as of December 31, 2023).
CAPTRUST SOLUTIONS
Individuals & Families.
Comprehensive wealth planning and investment advice, tailored to clients' unique needs and goals.
Retirement Plan Sponsors.
Investment advisory and co-fiduciary services to help you deliver more effective total retirement solutions.
Endowment & Foundation Leaders.
CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations.