CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
View Top Employees from CAPTRUST| Website | https://www.captrust.com |
| Revenue | $230.1 million |
| Employees | 1,412 (1,298 on RocketReach) |
| Founded | 1989 |
| Address | 4208 Six Forks Road 1700, Raleigh, North Carolina 27609, US |
| Phone | (919) 870-6822 |
| Fax | (219) 395-9525 |
| Technologies |
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| Industry | Financial Services, Investment Banking, Retirement Plan Advisory Services, Finance, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, Fiduciary Process Management |
| Web Rank | 8 Million |
| Keywords | Investment Advisory Services, Endowment Management, Foundation, Institutional Investor Services, Retirement Plans |
| Competitors | Manning & Napier, Moneta Group, NEPC, LLC, Ronald Blue Trust, Wealth Enhancement Group |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5231 Companies, NAICS Code 523 Companies |
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CAPTRUST Questions
The CAPTRUST annual revenue was $230.1 million in 2024.
Ben Goldstein is the President of CAPTRUST.
1,298 people are employed at CAPTRUST.
CAPTRUST is based in Raleigh, North Carolina.
The NAICS codes for CAPTRUST are [5239, 52393, 52, 5231, 523].
The SIC codes for CAPTRUST are [62, 628].
Top CAPTRUST Employees
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ViewRick Shoff
Managing Director, Advisor Support Group at CAPTRUST
Doylestown, Pennsylvania, United States25+ -
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