CAPTRUST Financial Advisors Overview
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Limited Partner Consultant
CAPTRUST Financial Advisors General Information Description
CAPTRUST Financial Advisors is an independent investment research and advisory firm headquartered in Raleigh, North Carolina. The firm specializes in providing retirement plans and investment advisory services. CAPTRUST assists retirement plan fiduciaries, foundations and endowments, executives, and high-net-worth individuals.
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CAPTRUST Financial Advisors Investment Preferences
Preferred Deal Types
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CAPTRUST Financial Advisors Team (57)
Co-Founder, Chief Executive Officer & Chairman of the Board of Directors, the Leadership Committee, and the Operating Committee
President & Member of the Board of Directors and the Operating Committee
Chief Financial Officer
Chief Technology Officer & Senior Director
Managing Director & Chief Investment Officer
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