Phone: 404.201.6472


Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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Here in the Atlanta office, our number one priority is your financial wellness and continued success. Our Gate City team of advisors is backed by a nationwide network of locations and resources, allowing us to make informed decisions for even the most complex clients. Explore how we can serve your needs.

Our Team

Richmond G. Bernhardt III

Financial Advisor

Drew McCorkle

Senior Vice President,
Financial Advisor

As clients near retirement, we find their focus shifts from accumulation to security, enjoyment, and legacy. Their principal question becomes ‘How can I live these special years without worrying whether I have enough to last my lifetime?’ At CAPTRUST, we lead these conversations with confidence, clarity, and care—year after year.
Rick Bernhardt


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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.