The Austin Business Journal recently named CAPTRUST the 10th-largest registered investment advisor (RIA) in the Austin market, as measured by assets under management in the first quarter of 2020. In addition, the firm was named the 15th-largest financial planning firm in the market, ranked by the number of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in offices in the Austin area, including Travis, Williamson, Hays, Bastrop, and Caldwell counties.
The nine employees—including three CFP® professionals—in CAPTRUST’s two Austin offices oversee nearly $1.4 billion in client assets.
In August of 2019, San Antonio, Texas-based South Texas Money Management (STMM) joined CAPTRUST, bringing more than 60 employees across six Texas offices and $3.7 billion in client assets to the firm. By joining forces, CAPTRUST has significantly expanded its presence within the state, while continuing to carry on the legacy of STMM chairman Jeanie Wyatt, who passed away a year ago in April 2019.
To see the full listing of the 2020 Austin Business Journal’s top RIA firms, click here
To see the Austin Business Journal’s ranking of financial planning firms, click here.
Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $390 billion in client assets. An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals. CAPTRUST’s mission is to enrich the lives of its clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation. The firm also operates the CAPTRUST Community Foundation, a charity focused on meeting the needs of underserved children.