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CAPTRUST Financial Advisors's Overview

Total employees1500
HeadquartersRaleigh
Founded1997

CAPTRUST Financial Advisors is an independent registered investment advisor (RIA) that provides comprehensive investment advisory services to fiduciaries of retirement plans, endowments, and foundations, as well as wealth management services to high-net-worth individuals and families. The firm is known for its client-centric approach, focusing on providing objective advice and customized financial solutions to help clients achieve their long-term goals. CAPTRUST emphasizes fiduciary responsibility and transparency in its operations.

Where is CAPTRUST Financial Advisors's Headquarters?

HQ Function

The Raleigh headquarters serves as the primary center for executive leadership, corporate strategy, national operations, compliance, marketing, technology development, and shared administrative services that support CAPTRUST's nationwide network of offices and advisors.

Notable Features:

Modern office space situated in a prominent business district, designed to foster collaboration and innovation. It is equipped with advanced technology infrastructure to support its extensive national operations and client service capabilities.

Work Culture:

CAPTRUST cultivates a work culture centered around its 'client-first' philosophy, entrepreneurial spirit, and collaboration. The Raleigh HQ likely fosters an environment of teamwork, continuous learning, professional development, and a commitment to excellence and integrity.

HQ Significance:

The Raleigh headquarters is crucial as it anchors CAPTRUST's national presence, houses key decision-making and operational functions, drives the firm's growth strategy, and ensures the consistent delivery of high-quality service and corporate culture across all its locations.

Values Reflected in HQ: The headquarters' design, functionality, and operational ethos likely reflect CAPTRUST's core values, such as integrity, client advocacy, fiduciary responsibility, teamwork, expertise, and a commitment to providing a professional and supportive work environment.

Location:

CAPTRUST Financial Advisors primarily operates within the United States, with an extensive network of offices across the nation. While its core focus is the domestic U.S. market for financial advisory and wealth management services, the firm may serve clients with international interests or assets through its comprehensive planning and investment capabilities. Its direct physical presence is U.S.-based.

Street Address:

4208 Six Forks Road, Suite 1700

City:

Raleigh

State/Province:

NC

Country:

USA

CAPTRUST Financial Advisors's Global Presence

Austin, TX, USA

Address: 98 San Jacinto Blvd., Suite 140, Austin, TX 78701

Serves as a key hub for delivering financial advice and solutions to individuals, families, and institutions in the rapidly growing Texas market, supporting regional client needs and business development.

New York, NY, USA

Address: 10 Grand Central, 155 East 44th Street, Suite 1000, New York, NY 10017

To provide high-level financial advisory services in the competitive Northeast market, connecting clients with extensive investment opportunities and specialized expertise available in the New York financial ecosystem.

Los Angeles, CA, USA

Address: 2029 Century Park East, Suite 400N, Los Angeles, CA 90067

To serve as a significant presence on the West Coast, addressing the diverse financial planning, investment management, and retirement plan advisory needs of the region's affluent individuals and institutions.

Chicago, IL, USA

Address: 227 West Monroe Street, Suite 3850, Chicago, IL 60606

Strengthens CAPTRUST's presence in the Midwest, offering localized expertise and support for institutional and private clients in the Chicago metropolitan area and surrounding region.

Buying Intent Signals for CAPTRUST Financial Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of CAPTRUST Financial Advisors

As of April 2025, CAPTRUST Financial Advisors' leadership includes:

J. Fielding Miller - Co-Founder and Chief Executive Officer
Wilson Hoyle - President
Scott Matheson - Chief Financial Officer
Jennifer K. Knaus - General Counsel and Chief Compliance Officer
Jon Meyer - Chief Technology Officer
Veronica Karas - Chief People Officer
Devin Ryan - Chief Growth Officer

Investors of CAPTRUST Financial Advisors

CAPTRUST Financial Advisors has been backed by several prominent investors over the years, including:

Majority Employee-Owned
GTCR (Minority Stake)

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

Over the past 12 months, CAPTRUST has made key leadership appointments to enhance its specialized service divisions, notably in institutional sales and wealth management, reflecting its ongoing growth and commitment to deepening expertise. No major C-suite departures have been publicly announced during this period.

New Appointments:

Ben Powell, Ben Powell appointed to lead and expand institutional sales efforts, focusing on growing CAPTRUST's institutional client base.
Eddie Welch, Eddie Welch appointed to spearhead the wealth management division, aiming to enhance services for high-net-worth individuals and families.

Technology (Tech Stack) used by CAPTRUST Financial Advisors

Discover the tools CAPTRUST Financial Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

CAPTRUST Financial Advisors Email Formats and Examples

CAPTRUST Financial Advisors most commonly uses the [first].[last] email format (e.g., jane.doe@captrust.com). Another observed pattern, though less frequent, is [first_initial][last]@captrust.com (e.g., jdoe@captrust.com).

first.last@captrust.com

Format

john.smith@captrust.com

Example

90%

Success rate

News and media

captrust.com / PR NewswireMay 7, 2024

CAPTRUST Adds Alabama-Based Firm with More Than $1.1 Billion in Assets

CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Welch Hornsby, based in Montgomery and Birmingham, AL. The firm has 29 employees, manages over $1.1 billion in assets for individuals and families, and advises on an additional $4.4 billion for institutions, primarily foundations and endowments....more

captrust.com / PR NewswireApril 2, 2024

CAPTRUST Adds New Jersey-Based Firm with Over $530 Million in Assets

CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Reynolds Cafferata, LLP (Reynolds Cafferata), based in Morristown, New Jersey. The advisory practice brings more than $530 million in assets under advisement to CAPTRUST....more

captrust.com / PR NewswireFebruary 6, 2024

CAPTRUST Adds North Carolina-Based Firm with More Than $1 Billion in Assets

CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of The Normann Financial Group. Based in Sanford, North Carolina with an additional office in Raleigh, Normann Financial brings more than $1 billion in client assets to CAPTRUST....more

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