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CAPTRUST

About CAPTRUST

CAPTRUST is an independent financial advisory firm that provides fiduciary-driven financial advice and investment management services. The company focuses on a client-centric approach, ensuring that its advice aligns with the best interests of its clients. CAPTRUST aims to be a valued and impactful leader in the independent financial advisory industry, serving a diverse clientele that includes private investors, retirement plan sponsors, nonprofits, and institutional investors.

Min project size

50,000+

Hourly rate

50 / hr

Employees

1800

Locations

United States

Year founded

Founded 1989

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

K

Kathryn McCall

Vice President, Financial Advisor

C

Christopher Riley

Senior Vice President/Financial Advisor

R

Robert Miller

Chief Financial Officer

M

Michael Vogelzang

Chief Investment Officer | Managing Director

A

Aaron Adcock

Vice President Financial Advisor

R

Regina Lewis

Vice President, Financial Advisor

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