Addison Delage
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
CAPTRUST · Raleigh, North Carolina
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.
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Specialties
Who they serve
- 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
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- College/Education Planning
- Wealth Management
- Tax Strategy
- Social Security Planning
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Liquidity & Exit Planning
- Investment Management
- Insurance Planning
- Financial Planning
- Family Wealth Transfer
- Exit Planning
- Estate Planning
- Education Planning
- Cash Flow Planning
- Alternative Investments
- Business Succession Planning
- Charitable Giving
- Debt Management
- ESG/Impact Investing
- Executive Compensation
Facts
| Firm | CAPTRUST |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model | Flat fee or retainer · Percentage of assets |
| Assets under management | Over $5B |
| Firm founded | 1997 |
| Firm size | 50+ employees |
| Credentials | CFA · CFP · CPA |
| Investment approach | Active management · Passive management · Blend of both |
| Firm size | 1841 employees |
| Website | www.captrust.com |
| Profile |
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Questions about Addison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- CAPTRUST website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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