CAPTRUST is a nationwide independent financial advisory firm serving individuals, families, businesses, retirement plan sponsors, and nonprofit organizations. Its advisors provide financial advice intended to put clients’ interests first, with services tailored to their needs and goals. For individuals and families, CAPTRUST offers comprehensive wealth planning and investment advice, including support for executives, business owners, professional athletes, and families with complex financial needs.

Organizations can access investment management, fiduciary and co-fiduciary guidance, and risk management services. CAPTRUST works with corporations, educational and healthcare institutions, government entities, and retirement plan sponsors seeking to strengthen investment strategies and deliver effective retirement benefits. Its nonprofit clients include foundations, endowments, religious and membership organizations, and community and cultural service groups. Services may include investment consulting, governance support, policy development, and help managing financial resources in line with organizational missions.

CAPTRUST describes itself as a majority employee-owned firm with more than 30 years of experience and a local presence across the country.