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CapTrust Financial Advisors

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United States

Founded in

1997 (28 Years)

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Get to know CapTrust Financial Advisors

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.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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