CAPTRUST provides financial services including wealth planning and investment advice, tailored to the needs of various clients including individuals, retirement plan sponsors, and nonprofit organizations. It emphasizes objective fiduciary advice and has a nationwide presence.

CAPTRUST

Captrust OnDemand

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Owner

Andy Cooper

President

Ben Goldstein

Business Management

Bruce Johnson

Managing Director, General Counsel

Christina Markell-Balleza

Owner, Creative Director

Colby Warren

Senior Director - Chief Compliance Officer

Denise Buchanan

Chairman & CEO

Edward Welch

Fielding Miller

Gayle Blevins

Jason Hall

Rob Solomon

Gary Savage

Principal Financial Advisor

Seth Vermillion

Manager | Investment Research

Jon Meyer

Chief Technology Officer

Marc Hermer

Director, Portfolio Trading and Implementation

Robert Miller III

Chief Financial Officer

J. Fielding Miller

Chief Executive Officer & Co-Founder, Chairman

John Eadie

Principal

Charles B. Pyke

Principal, Financial Advisor

Customer Service Companies With More Than $10M in Revenue

Companies With More Than $1M in Revenue (Top 10K)

North Carolina Companies With More Than $50M in Revenue

Raleigh Consulting Companies

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.



Carlyle Global Partners

Private Equity Round - CAPTRUST

GTCR

Raleigh

North Carolina

United States

North America

Royce Small-Cap Trust (NYSE: RVT) as of Sep 30, 2024

Royce Small-Cap Trust (NYSE: RVT) as of Jul 31, 2024

CapTrust Surpasses $1 Trillion In Client Assets

Captrust chief says $1T AUM milestone is a 'surreal achievement'

CAPTRUST EXCEEDS $1 TRILLION OF TOTAL CLIENT ASSETS

Royce Small-Cap Trust (NYSE: RVT) as of May 31, 2024

Captrust Financial Advisors’ third KC-area acquisition pushes it into larger office

CAPTRUST ADDS IN TEXAS: ENGRAVE WEALTH PARTNERS

Captrust acquires Woodlands-based wealth management firm to continue Houston-area growth

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Philippines

India

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news impact assignment basic	general
public peers	general	Sep 25, 2024 10:39 PM	ec8a38db
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general	Sep 26, 2024 7:11 AM	43e7228f
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signals	general	Sep 25, 2024 10:39 PM	037a9783
crunchbase trigger	general	Nov 12, 2024 12:52 PM	fb9e2e8d
crunchbase profile	general	Nov 12, 2024 4:49 PM	a90473a5
li profile	general
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peers	general	Sep 25, 2024 10:39 PM	6d8b03da
news basic	general	Sep 25, 2024 10:39 PM	511b6065
bundesanzeiger	filings
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financials download nd	financials
private financials	financials

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CAPTRUST