CAPTRUST

We are building financial foundations.

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CAPTRUST is an independent advisory and financial services firm founded in 1997. The primary function of our firm is to provide retirement plan advisory services to plan fiduciaries and their participants, built upon the principle that investors are best served by working with independent advisors who maintain complete objectivity and work exclusively in the best interests of the client. One hundred percent of our revenue is fee-based. CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.

Company Details

Address
4208 Six Forks Road
Raleigh, NC 27609

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Products & Services

CAPTRUST at Work - Financial Wellness Solution

We help employers deliver personalized and actionable educational content and unbiased advice that can increase...

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Endowments & Foundations - Investment, Fiduciary, and Risk Management Services

CAPTRUST provides expert guidance and resources to help endowments and foundations address their investment, spending,...

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News & Press Releases

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Press Release

Fiduciary Update for Retirement Plan Sponsors | CAPTRUST | August 2024

Published: 8/5/2024
Press Release

CAPTRUST Market Update | July 2024

Published: 7/16/2024
Press Release

Carlyle Joins GTCR As Strategic Investor in CAPTRUST

Published: 10/2/2023
Press Release

Upcoming Webinar - June 21 - What's on the menu for your retirement plan?

Published: 6/12/2023
Press Release

CAPTRUST | Market Update | April 2023

Published: 4/24/2023
Press Release

CAPTRUST's Financial Wellness Solution for Plan Sponsors

Published: 4/3/2023
Press Release

SECURE 2.0 Opportunities for Plan Sponsors

Published: 3/15/2023