Firm profile
CAPTRUST
CAPTRUST is an investment consultant based in Raleigh, NC.
Updated . Rechecked quarterly; next check .
- Entity type
- Investment Consultant
- Headquarters
- Raleigh, NC
- Website
- captrust.com
- Source
- Firm-reported
About CAPTRUST
CAPTRUST is a majority employee owned, independent registered investment advisor providing fiduciary advisory services across three client segments: individuals and families, retirement plan sponsors seeking investment management and defined contribution plan consulting, and endowments and foundations seeking fiduciary investment consulting on asset allocation, governance, spending policy, and mission aligned strategies.[Firm website]
The firm operates from a nationwide office network and describes its leadership as drawing on many former chief executives of the independent practices that have joined the CAPTRUST platform over the years, alongside a long standing emphasis on client retention across its advisory relationships.[Firm website]
- Focus
- Investment advisory and consulting for retirement plan sponsors, nonprofits, and institutional investors
Other firms on Family Offices in Texas
| Firm | Kind | Headquarters |
|---|---|---|
| LBJ Family Wealth Advisors | Single-Family Office | Austin, TX |
CAPTRUST is on Family Offices in Texas (24 firms, updated ).
Scope and method
- What is shown
- The facts on CAPTRUST's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, captrust.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.