Founded in 1997, CAPTRUST is an employee-owned and operated investment advisory firm headquartered in Raleigh, North Carolina. The company operates as a fiduciary, providing conflict-free advice and services to its clients. Its business is divided into two main areas: advising institutional clients (like 401(k) and 403(b) retirement plans, endowments, and foundations) and providing wealth management services to individuals, families, and executives. The firm has grown significantly through both organic expansion and strategic acquisitions of other advisory firms across the United States.

Founded in

United States