# Addison Delage

> Addison Delage is a fee-only financial advisor at CAPTRUST in Raleigh, North Carolina, who holds the CFA, CFP and CPA credentials. Addison charges a flat fee or retainer and a percentage of assets and focuses on crypto & digital assets, real estate investors and small business owners.

Page: https://find.wellspent.co/advisors/addison-delage/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** CAPTRUST
- **Based in:** Raleigh, North Carolina
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Assets under management (firm):** Over $5B
- **Credentials:** CFA, CFP, CPA
- **Specialties:** Crypto & digital assets, Real estate investors, Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Sustainable & impact investing, Pension planning
- **Works with:** High earners, Ultra high net worth, HENRY (High Earners, Not Rich Yet), Executives, Founders, Early-career professionals, Pre-retirees, Retirees, Multi-generational families, Real estate investors, Cross-border families
- **Firm size:** 1841 employees
- **Website:** https://www.captrust.com/

## About

CAPTRUST is a premier investment research and advisory firm, recognized for offering a full spectrum of wealth management, asset management, and retirement advisory services. They cater to individuals, families, institutions, and corporations. Their comprehensive services include financial planning, investment advice, retirement plan consulting, and fiduciary services. CAPTRUST excels in delivering tailored strategies aimed at meeting the unique financial goals of their diverse clientele, ranging from high-net-worth individuals to large-scale institutional investors. The firm is committed to providing objective, research-driven advice, ensuring their clients receive the highest level of expertise and service.

## Frequently asked questions

### Is Addison Delage a fee-only financial advisor?

Yes. Addison Delage is listed in the public advisor directory (listed as fee-only).

### How does Addison charge for financial advice?

Addison charges a flat fee or retainer and a percentage of assets.

### Where is Addison Delage based?

Addison Delage is based in Raleigh, North Carolina.

### What does Addison specialize in?

Addison's specialties include crypto & digital assets, real estate investors, small business owners, retirement planning, family wealth transfer and equity compensation. Addison works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), executives and founders.

### What credentials does Addison Delage hold?

Addison Delage holds the CFA, CFP and CPA credentials.

### How much does CAPTRUST manage?

CAPTRUST reports Over $5B in assets under management.

### How do I contact Addison Delage?

Through Addison's website, www.captrust.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.captrust.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.