Headquartered in Tampa, Florida, CapTrust is an independent investment advisory firm with offices in Hollywood Florida and Bonita Springs, Florida. Established in 1998, CapTrust provides institutional investment consulting services for public and private retirement plans, institutional investors and private clients. The firm is 100% owned by active investment consultants.
| Website | https://www.captrustadv.com |
| Employees | 7 (0 on RocketReach) |
| Founded | 1998 |
| Technologies |
JavaScript
,
HTML
,
PHP
+28 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Investment Advisory, Institutional Investing, Investment Consulting, Portfolio Management, Retirement Planning, Financial Planning, Wealth Management, Asset Allocation, Investment Strategies, Risk Management, Estate Planning, Financial Advisory, Investment Solutions, Retirement Solutions, Fiduciary Services, Private Investing, Investment Research, Alternative Investments, Due Diligence |
| Competitors | Morgan Stanley, Wells Fargo, Merrill Lynch, Schwab Advisor Services, Edward Jones, Fidelity Investments, LPL Financial, Financial Services Company, Raymond James, Piper Sandler +40 more (view full list) |
Looking for a particular CapTrust Advisors, LLC employee's phone or email?
CapTrust Advisors, LLC Questions
CapTrust Advisors, LLC is based in Tampa, Florida.
Related Companies
G2Crowd Trusted
300K+
Plugin Users
