Join our team at CAPTRUST and embark on a jour CAPTRUST Financial Advisors is a major U.S.-based independent investment advisory and fiduciary services firm founded in 1997 and headquartered in Raleigh, North Carolina.

CAPTRUST provides a wide range of financial and investment services to individuals, families, retirement plan sponsors, nonprofit organizations, and institutional clients. Their offerings include:

• Investment advisory and portfolio management
• Financial planning, estate planning, and tax advisory
• Retirement and fiduciary consulting
• Plan design and provider analysis
• Employee advice programs
  All advice is delivered with fiduciary responsibility—meaning the firm is legally committed to act in clients’ best interests.

Scale and Impact

CAPTRUST has grown significantly since its founding, expanding to serve clients nationwide with more than 90 offices and roughly 1,900+ employees. As of 2025, the firm oversees over $1 trillion in total client assets, making it one of the largest independent advisory firms in the United States.

Culture and Values

CAPTRUST emphasizes a client-first culture, integrity, collaboration, and community impact. The firm’s core values highlight accountability, respect, and a commitment to service beyond expectations. It also operates with unique principles like its “No-Golf-Ball Rule,” which prohibits advisors from accepting gifts to eliminate conflicts of interest.

Mission and Vision

The firm’s mission is to enrich the lives of clients, colleagues, and communities through sound financial advice and service, while its vision is to be one of the most valued and impactful companies in the independent financial advisory industry.

In summary, CAPTRUST is a rapidly growing, employee-owned financial advisory firm focused on delivering customized investment solutions and fiduciary services to a diverse client base across the United States.ney of growth and innovation.