Richmond G. Bernhardt III

Financial Advisor

Education & Other Highlights

Rick Bernhardt is a wealth management and corporate retirement plan financial advisor based in Atlanta, GA.

Rick joined CAPTRUST in 2002 as managing principal and is responsible for providing retirement plan advisory services to corporate fiduciaries as well as wealth management services to high-net-worth investors, corporate executives and business owners. Prior to joining the firm, Rick spent over 18 years as a Partner and Managing Director for Ernst & Young’s Corporate Finance Group, and has worked in the industry since 1985.


  • Bachelor of Arts degree in economics and political science from the University of North Carolina at Chapel Hill
  • Master of Business Administration degree from Kenan-Flagler Graduate School of Business at UNC

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, and 2024 (CAPTRUST Atlanta)
  • Barron’s Top Institutional Consultants | 2021 (Team Atlanta)


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