CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals. CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.
CAPTRUST
Industry:
Consulting Customer Service Financial Services Retirement Wealth Management
Founded:
1989-01-01
Address:
Raleigh, North Carolina, United States
Country:
United States
Website Url:
http://www.captrust.com
Total Employee:
501+
Status:
Active
Contact:
(919) 870-6822
Email Addresses:
[email protected]
Total Funding:
312.5 M USD
Technology used in webpage:
SPF Domain Not Resolving Amazon IPv6 Microsoft Azure DNS Facebook Sharer ASP.NET Amazon Virginia Region Amazon Route 53 CloudFront
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-08-11 | Reynolds Investment Management, Inc. | Reynolds Investment Management, Inc. acquired by CAPTRUST | N/A |
| 2022-07-26 | Frontier Wealth Management | Frontier Wealth Management acquired by CAPTRUST | N/A |
| 2022-01-14 | Portfolio Evaluations | Portfolio Evaluations acquired by CAPTRUST | N/A |
| 2021-12-08 | RINET Company | RINET Company acquired by CAPTRUST | N/A |
| 2021-07-08 | Nachman Norwood & Parrott | Nachman Norwood & Parrott acquired by CAPTRUST | N/A |
| 2021-04-01 | Pacific Investment Consultants | Pacific Investment Consultants acquired by CAPTRUST | 700 M USD |
| 2021-01-29 | PWA Wealth Management | PWA Wealth Management acquired by CAPTRUST | N/A |
| 2021-01-07 | MRA Associates | MRA Associates acquired by CAPTRUST | N/A |
| 2020-09-10 | Plante Moran Financial Advisors | Plante Moran Financial Advisors acquired by CAPTRUST | N/A |
| 2020-06-10 | Lakeside Wealth Management | Lakeside Wealth Management acquired by CAPTRUST | 1.6 B USD |
Investors List
GTCR
GTCR investment in Private Equity Round - CAPTRUST
Key Employee Changes
| Date | New article |
|---|---|
| 2021-10-06 | Robert Miller Joins CAPTRUST as Chief Financial Officer |
Official Site Inspections
http://www.captrust.com Semrush global rank: 513.12 K Semrush visits lastest month: 95.77 K
- Host name: 23.185.0.1
- IP address: 23.185.0.1
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "CAPTRUST"
Our Story | Company History - CAPTRUST
CAPTRUST establishes the firm’s mission statement and core values to serve as guiding principles for its culture, service, and development. The One Brick at a Time (OBAAT) concept …See details»
About Us | CAPTRUST | Financial and Investment …
The CAPTRUST Story Integrity has always been our differentiator, since 1986 when CEO Fielding Miller began his career in the financial services industry as a stockbroker. In 2022, we celebrated our 25th year by establishing a bold new …See details»
Captrust - Wikipedia
CAPTRUST is an American investment advisory company based in Raleigh, North Carolina. As of July 2022 , it had roughly $100 billion of assets under management and $750 billion of assets under advisement. As of July 2023 , it employed around 1,300 people and had acquired 69 companies since 2006. In 2020, private equity firm GTCR purchased 25% of the company at a price implying a total value …See details»
Captrust Review 2024 - investor.com
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CAPTRUST Solutions. Comprehensive planning, investment advisory, and fiduciary services delivered by experienced advisors. Talk to an Expert. Individuals. Retirement Plan Sponsors. …See details»
Captrust Review 2022 - MagnifyMoney
Captrust is a fee-based financial advisory firm headquartered in Raleigh, N.C. Named one of the nation’s largest registered investment advisory firms by Financial Advisor magazine, Captrust …See details»
CAPTRUST Review | SmartAsset.com
CAPTRUST offers both wrap-fee and non-wrap-fee services, meaning the client can choose whether to pay one price for both investment advice and the cost of execution or to pay a fee …See details»
CAPTRUST Named #1 RIA For 9th Consecutive Year
Jul 12, 2024 Financial Advisor magazine’s 2024 RIA Discretionary & Non-Discretionary Ranking put CAPTRUST in the number one spot among registered investment advisors (RIA) with $1 …See details»
CAPTRUST
Retirement Allocation Program (RAP) Registration. We have a thorough, but easy to navigate process for onboarding you to RAP.See details»
My Account - CAPTRUST
CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations. Healthcare & Educational Services Community & Private FoundationsSee details»