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
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
Board_member
2012-01-01
Current Employees Featured
Gary Savage Principal Financial Advisor @ CAPTRUST
Principal Financial Advisor
2021-12-01
Seth Vermillion Manager | Investment Research @ CAPTRUST
Manager | Investment Research
2017-05-01
Jon Meyer Chief Technology Officer @ CAPTRUST
Chief Technology Officer
2016-04-01
Marc Hermer Director, Portfolio Trading and Implementation @ CAPTRUST
Director, Portfolio Trading and Implementation
2021-10-01
Robert Miller III Chief Financial Officer @ CAPTRUST
Chief Financial Officer
2021-08-01
J. Fielding Miller Chief Executive Officer & Co-Founder, Chairman @ CAPTRUST
Chief Executive Officer & Co-Founder, Chairman
1997-10-01
John Eadie Principal @ CAPTRUST
Principal
2021-09-01
Charles B. Pyke Principal, Financial Advisor @ CAPTRUST
Principal, Financial Advisor
2021-01-01
Stephen Schott Managing Partner @ CAPTRUST
Managing Partner
Daniel George Principal @ CAPTRUST
Principal
2020-10-01
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
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