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.
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.
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.
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.
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.
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.
4208 Six Forks Road, Suite 1700
Raleigh
NC
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.
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.
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.
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.
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As of April 2025, CAPTRUST Financial Advisors' leadership includes:
CAPTRUST Financial Advisors has been backed by several prominent investors over the years, including:
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.
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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
captrust.com / PR Newswire • May 7, 2024
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 Newswire • April 2, 2024
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 Newswire • February 6, 2024
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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