CAPTRUST Quick Take

CAPTRUST is a mission-led organization with a culture of employee ownership and more than 35 years of experience building
financial foundations. 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.

As a registered investment advisor, we provide investment advisory services for a wide range of institutions as well as individuals. With over 75 locations, 1000 employees and $750 billion in client assets under advisement. Each CAPTRUST client is served by a financial advisor whose goal is to deliver fiduciary advice that is in that client’s best interest. And we are proud to have a client retention rate of 98%. At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice.

And as a firm, we strive to foster an environment that is inclusive, diverse, and provides colleagues with a strong sense of belonging. At CAPTRUST, we have an ever growing desire to give back to our communities and focus on efforts that enrich the lives of children. In 2007, our employees started the CAPTRUST Community Foundation and were thrilled to donate $5,000. Today, over a decade later, the foundation donates hundreds of thousands of dollars annually and our employees have devoted countless volunteer hours. Now we are on a mission to donate $10 million in 10 years.

Our core values represent the firm’s collective heartbeat and direct how we serve our clients, relate to our colleagues,
and address our communities.