CAPTRUST
CAPTRUST is one of the nation’s largest independent investment advisory firms, having surpassed $1 trillion in total client assets as of June 30, 2024. Founded in 1997, CAPTRUST develops tailored financial strategies aligned with each client’s unique 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. CAPTRUST offers a full suite of solutions including investment management, comprehensive financial planning, estate planning, tax advisory and compliance services for individuals and families.
ABOUT CAPTRUST
CAPTRUST is one of the nation’s largest independent retirement plan and investment advisory firms, serving institutions and high-net-worth clients with a fiduciary, conflict-free approach.
The firm provides retirement plan sponsors, endowments, foundations, and religious organizations with comprehensive advisory services including investment guidance, fiduciary support, plan design consulting, provider analysis, fee benchmarking, and employee advice programs.
For ultra-high-net-worth individuals and families, CAPTRUST delivers a full suite of wealth management solutions designed to streamline financial complexity, reduce risk, and support long-term legacy and multigenerational planning.
CAPTRUST SERVICES & SOLUTIONS
Investment Advisory Services – CAPTRUST provides fiduciary, conflict-free investment advisory solutions for retirement plans, institutions, and high-net-worth clients, using a disciplined and research-driven process to optimize portfolio performance.
Wealth Management for Individuals & Families – The firm delivers personalized wealth management strategies that integrate investment planning, retirement planning, estate considerations, insurance, and long-term financial goal setting.
Retirement Plan Consulting – CAPTRUST is a national leader in retirement plan advisory services, helping plan sponsors with investment menu design, fiduciary governance, benchmarking, and participant education.
Institutional Advisory Services – The firm supports endowments, foundations, and nonprofits with asset allocation guidance, investment policy development, spending analysis, and long-term portfolio strategy.
Financial Planning – CAPTRUST offers comprehensive financial planning tailored to individual goals, covering areas such as cash-flow planning, Social Security optimization, education funding, and retirement readiness.
Tax Advisory & Compliance – The firm provides proactive tax planning and compliance services that help clients minimize tax liabilities while aligning investment and financial strategies with evolving tax regulations.
Estate & Legacy Planning – CAPTRUST helps clients structure legacy, gifting, and estate strategies that protect generational wealth, coordinate with legal advisors, and support philanthropic objectives.
Executive Financial Counseling –The firm delivers sophisticated guidance for corporate executives, including equity compensation strategies, deferred compensation planning, and risk-mitigation approaches.
Family Office & Private Wealth Services – For ultra-high-net-worth families, CAPTRUST offers multi-generational planning, investment coordination, governance support, and strategic oversight across complex financial structures.