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CAPTRUST

Raleigh, North Carolina

Website:

https://www.captrust.com/

175112

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Raleigh, North Carolina

Website:

https://www.captrust.com/

Leadership Interview

Company Details

Approximate AUM

$852,173,000,000

Fee model

Hybrid Legacy

Number of employees

1550

Custodians

Fidelity

Schwab

Pershing

Description

With just $400 million in AUM, Fielding Miller co-founded CAPTRUST in 1997. The No-Golf-Ball Rule became CAPTRUST’s cornerstone policy, reinforcing the firm’s commitment as fiduciaries for clients, ensuring no conflicts of interest arise when advising clients. In 2002, the firm introduced an equity ownership plan for all employees, giving every colleague a pathway to ownership that incentivizes long-term growth and quality of care. in 2017, CAPTRUST launches a new 10-year strategic plan with goals of growing in the top 35 metropolitan markets in the U.S. and investing $10 million in communities, among others. in 2020, GTCR, a leading private equity firm, makes a 25 percent minority growth investment in CAPTRUST, reflecting a valuation of $1.25 billion. And in 2023, Global investment firm Carlyle made a minority growth investment in CAPTRUST, valuing the firm at $3.7 billion.

Locations

2500 Northwinds Pkwy Ste 250 Alpharetta GA 30009

Private Residence Leesburg VA

Private Residence Wellesley Hills MA

Private Residence Lexington KY

Private Residence Marietta GA

Private Residence Denver CO

Private Residence Los Angeles CA

Private Residence Edina MN

Private Residence Harleysville PA

Private Residence Franklin TN

Private Residence Idaho Falls ID

99 Monroe Ave NW Ste 901 Grand Rapids MI 49503

9892 Rosemont Ave Ste 100 Lone Tree CO 80124

925 Main St Ste 200 Lynchburg VA 24504

921 N Chaparral St Ste 112 Corpus Christi TX 78401

9078 Union Centre Blvd Ste 102 West Chester OH 45069

9100 Keystone Xing Ste 700 Indianapolis IN 46240

83 Mason St Greenwich CT 6830

8031 Ortonville Rd Clarkston MI 48348

7812 McEwen Rd Ste 400 Dayton OH 45459

700 N Saint Marys St Ste 100 San Antonio TX 78205

740 University Ave Sacramento CA 95825

6465 Greenwood Plaza Blvd Ste 350 Englewood CO 80111

6305 Waterford Blvd Ste 120 Oklahoma City OK 73118

628 Green Valley Rd Ste 206 Greensboro NC 27408

601 Poydras St Ste 1855 New Orleans LA 70130

603 Carthage St Ste 210 Sanford NC 27330

600 Hamilton St Ste 900 Allentown PA 18101

60 W Broad St Ste 30 Bethlehem PA 18018

5710 Ridge Rd Excelsior MN 55331

60 W Broad St Bethlehem PA 18018

60 W Broad St Ste 300 Bethlehem PA 18018

6 Stone St Fl 4 New York NY 10004

5950 Sherry Ln Ste 460 Dallas TX 75225

5745 Raccoon River Dr Ste 160 West Des Moines IA 50266

542 Rugh St Ste 1000 Greensburg PA 15601

5535 Currituck Dr Ste 110 Wilmington NC 28403

5314 Maryland Way Ste 300 Brentwood TN 37027

5000 Plaza on the Lk Ste 170 Austin TX 78746

5005 Lyndon B Johnson Fwy Ste 1313 Dallas TX 75244

4732 N Loop 1604w Ste 116 San Antonio TX 78249

4208 Six Forks Rd Ste 1700 Raleigh NC 27609

4718 Duval St Austin TX 78751

437 Grant St Ste 450 Pittsburgh PA 15219

4372 N Loop 1604w Ste 116 San Antonio TX 78249

4201 Congress St Ste 160 Charlotte NC 28209

400 N Tampa St Ste 1800 Tampa FL 33602

4200 W 115th St Ste 210 Leawood KS 66211

3600 Lime St Ste 2 Riverside CA 92501

40 Wall St Fl 56 New York NY 10005

3530 Camino De Las Lomas Vista CA 92084

345 Corporate Center Ct Stockbridge GA 30281

333 S 7th St Ste 2900 Minneapolis MN 55402

33 W Monroe St Ste 1000 Chicago IL 60603

3100 Village Pt Ste 200 Chesterton IN 46304

3000 Town Ctr Ste 2650 Southfield MI 48075

295 Crum Creek Rd Media PA 19063

3 Dakota Dr Ste 310 New Hyde Park NY 11042

300 Throckmorton St Ste 1450 Fort Worth TX 76102

2614 19th St S Birmingham AL 35209

2375 E Camelback Rd Ste 700 Phoenix AZ 85016

222 S Main St Ste 220 Akron OH 44308

2010 Crow Canyon Pl Ste 210 San Ramon CA 94583

1907 Wayzata Blvd Ste 200 Wayzata MN 55391

1980 S Easton Rd Doylestown PA 18901

1826 N Loop 1604 W Ste 260 San Antonio TX 78248

1640 Corporate Woods Cir Uniontown OH 44685

1725 Hughes Landing Blvd Ste 880 Spring TX 77380

1625 N Waterfront Pkwy Ste 150 Wichita KS 67206

15 N Randolph St Ste C Lexington VA 24450

15 Independence Blvd Warren NJ 7059

14115 Manor Dr Overland Park KS 66224

14643 Dallas Pkwy Ste 320 Dallas TX 75254

1401 S Brentwood Blvd Ste 925 Saint Louis MO 63144

1410 Rocky Ridge Dr Ste 150 Roseville CA 95661

13961 S Minuteman Dr Ste 300 Provo UT 84604

10 Laurel Ave Ste 100 Wellesley Hills MA 2481

1222 Demonbreun St Ste 1235 Nashville TN 37203

115 Wild Basin Rd Ste 225 Austin TX 78746

114 E. Highland Boerne TX 78006

1130 Iron Point Rd Ste 100 Folsom CA 95630

1100 Poydras St Ste 1350 New Orleans LA 70163

1116 S Main St Greenville SC 29601

10811 Main St Bellevue WA 98004

10650 Red Circle Dr Ste 303 Hopkins MN 55343

10400 Yellow Circle Dr Ste 303 Hopkins MN 55343

10250 Regency Cir Ste 100 Omaha NE 68114

10015 Old Columbia Rd Ste B215 Columbia MD 21046

1001 McKinney St Ste 1730 Houston TX 77002

100 Colonial Center Pkwy Ste 220 Lake Mary FL 32746

10 S Jefferson St Ste 1210 Roanoke VA 24011

1 Liberty Sq Fl 13 Boston MA 2109

1 Commerce St Ste 800 Montgomery AL 36104

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

Recent News

CAPTRUST Tops $1T in Total Assets

CAPTRUST Financial Advisors has topped $1 trillion in total assets as of June 30 between qualified retirement plan and individual wealth clients, the firm announced Tuesday. The $1 trillion mark shows a roughly 17% increase from the end of 2023, when the firm reported $852 billion in assets. I

Pontera Picks up CAPTRUST as a 401(k) Management Partner

Chalk up another win for Pontera in assisting advisors in managing clients’ held-away assets, as the firm announced that CAPTRUST Financial Advisors will roll out its platform.

Small-town values propel growth at retirement-plan kingpin Captrust

Perhaps it’s a coincidence that four key people involved in the rapid growth of Raleigh’s Captrust financial services company hail from small North Carolina towns. But these guys don’t think so.

Captrust CEO: How We Built One of America’s Biggest Independent Wealth Managers

How has Captrust grown to $143 billion of discretionary assets under management with a nationwide footprint? One key is sharing ownership: The Raleigh, N.C.-based firm provides a path to equity ownership to every employee on an award basis, says CEO and founding partner Fielding Miller. “My philosophy has always been the more people we have walking the halls and thinking and acting like owners, the more successful we’re going to be,” he says, “and that has proven true time and time again.” Speaking with Barron’s Advisor, Miller,...

Carlyle Takes Stake in Captrust, Values Wealth Manager at More Than $3.7 Billion

Private-equity firm Carlyle bought a minority stake in Captrust Financial Advisors, valuing the fast-growing wealth management firm at more than $3.7 billion. Captrust will use the funds primarily for acquisitions. The company for years has pursued an aggressive acquisition strategy that has boosted its assets under management, broadened its service offering, and expanded its geographic reach. Fielding...

Fielding Miller makes Captrust a powerhouse

Fielding Miller was manager of a bank branch, his first job out of college, and he wanted to make some extra money. So he started buying houses in Fayetteville for rental income. Nights and weekends, he’d fix them up, paint them, put in appliances. At the same time, he and his wife put their condo on the market because their first child was on the way and they had a buyer. They then bought a house in North Raleigh.

Fielding Miller's hunch led to a leading investment firm and a School of Entrepreneurship at ECU

Fielding Miller ’84 is the founding partner, chairman and CEO of CAPTRUST. The company launched as an entrepreneurial start-up in 1997 and has grown to be the nation’s largest independent financial advisory firm with thousands of clients, representing more than $1 trillion in assets.

Raleigh financial firm hits $1 trillion in assets

Captrust, the Raleigh-based wealth management firm, said Tuesday it has eclipsed $1 trillion in total client assets — a significant milestone for a company that started as a small investment advisory company in Raleigh in 1997.

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Advisor Value Proposition

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Planning Support

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AUM Growth

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

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Investment Management Team

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Data Room

Investment Management

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Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

CAPTRUST

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

CAPTRUST's Ideal Partner

Company Videos

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CAPTRUST

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

CAPTRUST's Ideal Partner

Company Videos

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