Given the pace of CAPTRUST’s acquisitions, the firm is commonly labeled as an RIA Aggregator—but that’s only a part of its story. CAPTRUST has a laser focus on organic growth across all client types, according to a recent interview between Gaining Perspective podcast series host Robert Huebscher and Rush Benton, senior director of wealth management for CAPTRUST.
In the episode titled “How CAPTRUST Blends Organic and Inorganic Growth,” Benton spoke with Huebscher at Schwab’s annual IMPACT conference in San Diego. The 20-minute conversation touched on CAPTRUST’s dual focus on organic and inorganic growth, and what the firm plans to accomplish in 2020.
The M&A deal maker also gives listeners his thoughts on the key drivers of firm valuation, red flags that can pull a valuation down, and the importance for sellers seeking growth to understand the opportunities available through taking significant equity in another firm.
Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $362 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.