CAPTRUST
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
CAPTRUST · Raleigh, North Carolina
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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.
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
- Cross-border families
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
Structured record
| Name | CAPTRUST |
|---|---|
| Firm | CAPTRUST |
| Location | Raleigh, North Carolina |
| Fee model | Other (please specify) · Flat Fee/Retainer · Percentage of Assets (AUM) |
| AUM | Over $5B |
| Founded | 1997 |
| Firm size | 50+ employees |
| Affiliation | Other |
| Credentials | CFA · CFP · CPA |
| Designations | CFA (Chartered Financial Analyst) · CFP (Certified Financial Planner) · CPA (Certified Public Accountant) · Series 65 · Series 66 · Series 7 |
| Investment approach | Active management · Passive management · Blend of both |
| Website | https://www.captrust.com/ |
| /captrust |
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Specialties
- Crypto & digital assets
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Sustainable & impact investing
- Pension planning