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Captrust
Company typePrivate
IndustryFinancial services
Founded1997 [1]
HeadquartersRaleigh, North Carolina
Area served
United States
AUM
  • Increase USD$220 billion (2025)
[2]
Number of employees
  • Steady 1,960 (2025)
[3]
Websitehttps://www.captrust.com/

CAPTRUST Financial Advisors (commonly referred to as CAPTRUST) is a U.S.-based independent investment advisory and fiduciary services firm based in Raleigh, North Carolina. CAPTRUST provides investment advisory, fiduciary support, risk-management and wealth-planning services.[4]

Background and history

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CAPTRUST serves about five million plan participants through 3,000 retirement plans.[5] CAPTRUST is one of the largest OCIO providers in the United States, with USD$209 billion in outsourced assets under management.[6]

CAPTRUST Financial Advisors was founded in 1996 with an initial asset base of approximately USD$400 million.[7] As of June 2025, CAPTRUST reported USD$1trillion in total client assets and employed approximately 1,900 people.[8][9]

The firm was listed as one of Triangle Business Journal’s 2024 “Best Places to Work” in Raleigh and Durham.[10] Financial Advisor magazine listed CAPTRUST at number one on its 2025 RIA Ranking of financial firms in the asset category of “1 billion and over.”[11] CAPTRUST was also named to Crisil Coalition Greenwich’s list of Best Investment Consultants of 2025.[12]

References

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  1. ^ https://www.highperformr.ai/company/captrust-financial-advisors
  2. ^ https://www.wealthmanagement.com/ria-news/captrust-reaches-1t-in-client-assets
  3. ^ https://growjo.com/company/CAPTRUST
  4. ^ "CAPTRUST Financial Advisors: Headquarters, Global Offices & Leadership Team". www.highperformr.ai. Retrieved 2025-12-16.
  5. ^ "Captrust Reaches $1T in Client Assets". Wealth Management. Archived from the original on 2025-10-03. Retrieved 2025-12-16.
  6. ^ Mintzer, Alison Cooke (2025-03-06). "OCIO Market Totals Nearly $4.8T, Says Chestnut Advisory". PLANADVISER. Retrieved 2025-12-16.
  7. ^ Barkin, Dan (2018-12-03). "Fielding Miller makes Captrust a powerhouse". Business NC. Retrieved 2025-12-16.
  8. ^ Wenik, Ian. "'It feels a little bit like 1998': How Fielding Miller is prepping $1tn Captrust for a downturn". Citywire. Retrieved 2025-12-08.
  9. ^ Chowdhry, Amit (2024-08-12). "CapTrust Surpasses $1 Trillion In Client Assets". Pulse 2.0. Retrieved 2025-12-16.
  10. ^ "These are the best companies to work for in Raleigh and Durham". Triangle Business Journal. Retrieved 2025-12-16.
  11. ^ "2025 RIA Ranking Survey". www.fa-mag.com. Retrieved 2025-12-16.
  12. ^ "Investment Consulting: A Rare Relationship Business in an Increasingly Transactional World". www.greenwich.com. Retrieved 2025-12-16.
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