About Us

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Meet CAPTRUST

We’re confident that the more you learn about us, the more you’ll find to like.

Mission

Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.

Vision

Our vision is to be the most valued and impactful company in the history of the independent financial advisory industry.

Our Core Values

CAPTRUST’s core values capture our collective heartbeat and direct how we serve our clients, relate to our colleagues, interact with our vendors and partners, and address our communities. With a focus on serving others, you can feel confident that we have your best interests at heart.

Accountability

Individually and as a company, we accept responsibility for our actions. We embrace our roles as trusted advisors and understand our obligation to be vigilant stewards of all that is entrusted to us.

Integrity

We conduct ourselves with honesty and fairness and in all circumstances. We do what is right—even when it is difficult or out of fashion.

Respect

Everyone is worthy and valuable. All points of view deserve thought and consideration. We acknowledge each person’s right to dignity and use courtesy, civility, and deference in our interactions.

Collaboration

All employees contribute to our success. We cooperate with one another, share information, solicit ideas and opinions, and appreciate every person’s engagement.

Community

We have a profound responsibility to share our success. We contribute time, money, and energy to our communities, with a special focus on children in need.

The CAPTRUST Edge

As one of the nation’s largest financial advisory firms, we have the depth, access, and leverage to deliver excellent service that exceeds expectations. Here’s how.

Client-First Advice: We are fiduciaries, which means we’re legally bound to put our clients’ interests ahead of our own. Our success relies on your success.

No-Golf-Ball Rule: We do not accept gifts from industry vendors, even gifts as small as a single golf ball. This means no trips, no meals, and no pay-to-play.

Promises Kept: Our client retention rate reflects our commitment to providing excellent advice and solutions.

Comprehensive Advice: We develop financial strategies based on each client’s unique financial needs and goals—no out-of-the-box, one-size-fits-all solutions.

Experience and Leverage: Decades of experience with a diverse clientele—including individuals, families, large 401(k) plan sponsors, pension funds, endowments, and foundations—has given us valuable insights for investing our clients’ assets. Our size gives us the leverage to gain significant advantages for our clients, including first-person access to investment managers and a strong position to negotiate better fees and services.

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Since 1997

The CAPTRUST Story

Integrity has always been our differentiator.

Explore Our History

CAPTRUST Community Foundation

Our employee-run charitable foundation, the CCF is a registered 501(c)(3) charity, launched in 2007. Through the CCF, CAPTRUST employees give their time, passion, and financial support to enrich the lives of children in the communities we serve.

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Best-in-Class Financial Advisors

We pride ourselves on our advisors’ expertise and commitment to service beyond expectation. Get to know your CAPTRUST team.

Meet Our Team

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Inclusion and Diversity at CAPTRUST

We believe belonging is necessary for success. Our goal is to create a culture where every person feels respected and empowered. A diverse and connected workforce celebrates and leverages individual differences, which drives value for clients, colleagues, and communities.

Explore CAPTRUST Culture

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