CAPTRUST Financial Advisors Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1986
  • Employees
  • 151

CAPTRUST Financial Advisors General Information


CAPTRUST Financial Advisors is an independent investment research and fee-based 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.

Contact Information

Year Founded
Service Provider Type
LP Consultants
Primary Office
  • 4208 Six Forks Road
  • Suite 1700
  • Raleigh, NC 27609
  • United States
+1 (800) 000-0000
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CAPTRUST Financial Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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CAPTRUST Financial Advisors Team (51)

Name Title Deals Office Contact
J. Fielding Miller Co-Founder, Chairman & Chief Executive Officer 00 Raleigh, NC
Ben Goldstein President & Board Member 0 Raleigh, NC
Christa Miller Chief Financial Officer Raleigh, NC
Jon Meyer Chief Technology Officer & Senior Director Raleigh, NC
Scott Matheson Managing Director & Head of Client Solutions Raleigh, NC
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CAPTRUST Financial Advisors Board Members (7)

Name Representing Role Since
Ben Goldstein CAPTRUST Financial Advisors President & Board Member 000 0000
James Dunn Self Board of Advisors 000 0000
Jenny Eller CAPTRUST Financial Advisors Board of Advisors 000 0000
Jerry Tylman CAPTRUST Financial Advisors Board of Advisors 000 0000
Rick Shoff CAPTRUST Financial Advisors Managing Director & Member, Advisor Group 000 0000
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CAPTRUST Financial Advisors Subsidiaries (3)

Company Name Industry Location Founded
Lakeside Wealth Management Acquirer Chesterton, IN 2002
00000 00000 00000 Asset Management San Antonio, TX 0000
00000000 000000000 Asset Management Wilmington, NC 0000
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