Private company

Captrust

American investment advisory company

CAPTRUST Financial Advisors (commonly referred to as CAPTRUST) is a U.S.-based independent investment advisory and fiduciary services firm based in Raleigh, North Carolina. CAPTRUST provides investment advisory, fiduciary support, risk-management and wealth-planning services.3 From Wikipedia, CC BY-SA 4.0

Last updated Oct 16, 2026.

Overview

  • HeadquartersRaleigh1
  • Websitewww.captrust.com
  • Incorporated inNC4
  • Business address4208 Six Forks Road, Suite 1700, Raleigh, Nc 276094

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CAPTRUST Financial Advisors (commonly referred to as CAPTRUST) is a U.S.-based independent investment advisory and fiduciary services firm based in Raleigh, North Carolina. CAPTRUST provides investment advisory, fiduciary support, risk-management and wealth-planning services.3

How it started

Background and history

CAPTRUST serves about five million plan participants through 3,000 retirement plans. CAPTRUST is one of the largest OCIO providers in the United States, with USD$209 billion in outsourced assets under management.

CAPTRUST Financial Advisors was founded in 1997 with an initial asset base of approximately USD$400 million. As of June 2025, CAPTRUST reported USD$1trillion in total client assets and employed approximately 1,900 people.

From Wikipedia’s article on Captrust, shared under CC BY-SA 4.0.3

Sources

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