CAPTRUST is one of the largest independent retirement plan and investment advisory firms in the United States. It provides consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.


For Institutions

CAPTRUST offers a wide array of services to institutional clients, including corporate and higher-education retirement plans, foundations and endowments, and religious organizations. It delivers fiduciary investment advice, always in the best interests of its clients.

For Individuals

CAPTRUST acts as a fiduciary and investment advisor to some of the country’s biggest retirement plans. Its financial advisors’ have no products to sell and are in a position to offer truly objective advice.

Client assets under advisement: $523 billion

Client assets under management: $61 billion