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CAPTRUST Information

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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.

Website https://www.captrust.com
Revenue $670.2 million
Employees 1,779 (1,554 on RocketReach)
Founded 1989
Address 4208 Six Forks Road 1700, Raleigh, North Carolina 27609, US
Phone (919) 870-6822
Fax (219) 395-9525
Technologies
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 Retirement Plan Consulting, Investment Advisory Services, Fiduciary Investment Advice, 401k Consulting, Pension Consulting, Retirement Plan Management, Investment Management Services, Financial Advisory Firm, Wealth Management Services, Portfolio Management Services, Retirement Planning Services, Independent Investment Advisor, Institutional Investment Management, Endowment Management, Foundation Management, Financial Planning Services, Retirement Plan Administration, Investment Consulting Services, Employee Benefits Consulting, Defined Contribution Plans
Competitors Morgan Stanley, Fidelity Investments, Wells Fargo, Vanguard, LPL Financial, Raymond James, Stifel Financial Corp., Edward Jones, Financial Services Company, Schwab Advisor Services +40 more (view full list)
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 5231 Companies, NAICS Code 52393 Companies

CAPTRUST Questions

The CAPTRUST annual revenue was $670.2 million in 2026.

Fielding Miller is the Chairman and CEO of CAPTRUST.

1,554 people are employed at CAPTRUST.

CAPTRUST is based in Raleigh, North Carolina.

The NAICS codes for CAPTRUST are [52, 523, 5239, 5231, 52393].

The SIC codes for CAPTRUST are [62, 628].

Top CAPTRUST Employees

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