We are building financial foundations.

4208 Six Forks Road
Raleigh, NC 27609

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CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.

Products by CAPTRUST


Retirement Plan Sponsors

We help organizations design and deliver competitive retirement benefits that put their employees in a position to successfully retire when the time comes. As one of the largest providers of fiduciary services to retirement plan sponsors, CAPTRUST is uniquely positioned to help employers manage... Read more »

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Endowments & Foundations

Investment, fiduciary, and risk management services for foundations and endowments. The need for philanthropic resources is highest during periods of market stress, so nonprofits need a partner with deep expertise, access to market intelligence, and aligned interests to help them overcome their... Read more »

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Other Asset Pools

We help organizations manage committee-governed institutional asset pools against long-term objectives or liabilities. CAPTRUST works with a wide array of organizations to manage institutional assets pools, including insurance general accounts, operating reserves, VEBAs, GHADs, LOSAPs, loan... Read more »

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