CAPTRUST is a leading financial and investment advisory firm committed to enriching the lives of clients, colleagues, and communities. With a strong focus on integrity and service beyond expectation, we provide comprehensive wealth planning, investment advice, and co-fiduciary services tailored to meet the unique needs and goals of individual investors, executives, and business owners. Additionally, we offer investment, fiduciary, and risk management services to nonprofit organizations, corporations, healthcare institutions, and educational services.

As one of the nation’s largest financial advisory firms, CAPTRUST serves as fiduciaries, ensuring that clients' interests always come first. We maintain independence, never accepting anything from industry vendors, and have an exceptional client retention rate. With decades of experience and a diverse clientele, we have the leverage to provide excellent service that exceeds expectations. Our commitment to integrity, service, and community has made us a trusted partner in the financial industry since 1997.