Founded in 1997, CAPTRUST is an independent, employee-owned registered investment advisor (RIA). The firm provides a wide range of financial services, including investment advisory for retirement plan fiduciaries, endowments, and foundations, as well as comprehensive wealth management for high-net-worth individuals and families. Its stated mission is to enrich the lives of its clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service.

Founded in

United States