Founded in 1997, CAPTRUST is one of the largest registered investment advisory (RIA) firms in the United States. The company is employee-owned and provides comprehensive, fee-based investment advice and fiduciary support. Its services are primarily divided into two areas: advising retirement plan fiduciaries, endowments, and foundations (Institutional), and providing comprehensive wealth management services to high-net-worth individuals and families (Wealth). CAPTRUST's stated mission is to enrich the lives of its clients, colleagues, and communities by providing objective financial advice.

Founded in

United States