CAPTRUST Financial Advisors Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1986
Founded
  • Employees
  • 151
Employees
  • Serviced Investors
  • 1

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.

Contact Information

Year Founded
1986
Service Provider Type
LP Consultants
Primary Office
  • 4208 Six Forks Road
  • Suite 1700
  • Raleigh, NC 27609
  • United States
+1 (919) 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 (57)

Name Title Deals Office Contact
Info
Fielding Miller Co-Founder, Chief Executive Officer & Chairman of the Board of Directors, the Leadership Committee, and the Operating Committee 00 Raleigh, NC
Benjamin Goldstein President & Member of the Board of Directors and the Operating Committee 0 Raleigh, NC
Robert Miller Chief Financial Officer Raleigh, NC
Jon Meyer Chief Technology Officer & Senior Director Raleigh, NC
Michael Vogelzang Managing Director & Chief Investment Officer 0 Raleigh, NC
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CAPTRUST Financial Advisors Board Members (8)

Name Representing Role Since
Benjamin Goldstein CAPTRUST Financial Advisors President & Member of the Board of Directors and the Operating Committee 000 0000
Fielding Miller CAPTRUST Financial Advisors Co-Founder, Chief Executive Officer & Chairman of the Board of Directors, the Leadership Committee, and the Operating Committee 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
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CAPTRUST Financial Advisors Subsidiaries (4)

Company Name Industry Location Founded
Covenant Multifamily Offices Investor San Antonio, TX 2010
00000000 000000 00 Acquirer Chesterton, IN 0000
00000 00000 00000 Asset Management San Antonio, TX 0000
0000000 0000000000 LP Consultants Chicago, IL 0000
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