CAPTRUST was recently named the largest Investment Services Firm in Tampa by the Tampa Bay Business Journal based on client assets. CAPTRUST oversees $10.7 billion of client assets with 33 employees in the market.
Additionally, Business North Carolina recognized CAPTRUST as the Largest Registered Investment Adviser in the state of North Carolina. The annual ranking based on AUM puts CAPTRUST at the top the list among 34 other registered investment and mutual fund advisors across the state.
CAPTRUST has four locations in North Carolina, including its Raleigh headquarters and offices in Charlotte, Wilmington, and Greensboro. Around half of the firm’s 700 employees also reside within the state.
Additionally, CAPTRUST’s Birmingham location ranked second in the Birmingham Business Journal’s Largest Investment Brokers, based on AUM. CAPTRUST oversees $7.67 billion in assets in the Birmingham market with 14 employees.
Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor with more than 700 employees nationwide and $390 billion in client assets under advisement (as of March 31, 2020). CAPTRUST has clients in all 50 states and provides investment advisory, asset management, and planning services to thousands of affluent private clients and institutional investors such as retirement plan fiduciaries, endowments, foundations, and religious entities.