Alaris

CAPTRUST

Raleigh, North Carolina

Website:

https://www.captrust.com/

175112

Go to new profile

Raleigh, North Carolina

Website:

https://www.captrust.com/

Leadership Interview

Company Details

Approximate AUM

$1,200,000,000,000

Fee model

Hybrid Legacy

Number of employees

1550

Custodians

Fidelity - IWS

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

9892 Rosemont Ave Ste 100 Lone Tree CO 80124

99 Monroe Ave NW Ste 901 Grand Rapids MI 49503

9709 Lakeside Blvd Ste 450 Spring TX 77381

925 Main St Ste 200 Lynchburg VA 24504

60 W Broad St Ste 300 Bethlehem PA 18018

921 N Chaparral St Ste 112 Corpus Christi TX 78401

9100 Keystone Xing Ste 700 Indianapolis IN 46240

9078 Union Centre Blvd Ste 102 West Chester OH 45069

83 Mason St Greenwich CT 06830

8031 Ortonville Rd Clarkston MI 48348

8031 M-15 Ste 200 Clarkston MI 48348

7904 N Sam Houston Pkwy W Ste 310 Houston TX 77064

7812 McEwen Rd Ste 400 Dayton OH 45459

770 1st Ave Ste 250 San Diego CA 92101

740 University Ave Sacramento CA 95825

724 W Lancaster Ave Ste 210 Wayne PA 19087

700 N Saint Marys St Ste 100 San Antonio TX 78205

701 Carlson Pkwy Ste 420 Hopkins MN 55305

71 S Wacker Dr Ste 3490 Chicago IL 60606

6465 Greenwood Plaza Blvd Ste 350 Englewood CO 80111

628 Green Valley Rd Ste 206 Greensboro NC 27408

6305 Waterford Blvd Ste 120 Oklahoma City OK 73118

603 Carthage St Ste 210 Sanford NC 27330

5000 Plaza on the Lk Ste 170 Austin TX 78746

601 Poydras St Ste 1855 New Orleans LA 70130

600 Hamilton St Ste 900 Allentown PA 18101

5745 Raccoon River Dr Ste 160 West Des Moines IA 50266

5605 Carnegie Blvd Ste 400 Charlotte NC 28209

5535 Currituck Dr Ste 110 Wilmington NC 28403

542 Rugh St Ste 1000 Greensburg PA 15601

5314 Maryland Way Ste 300 Brentwood TN 37027

5005 Lyndon B Johnson Fwy Ste 1313 Dallas TX 75244

5005 Lbj Fwy Ste 1313 Dallas TX 75224

38 Mechanic St Ste 203 Foxboro MA 02035

500 Linden Oaks Ste 210 Rochester NY 14625

44679 Endicott Dr Ashburn VA 20147

4372 N Loop 1604w Ste 116 San Antonio TX 78249

437 Grant St Ste 450 Pittsburgh PA 15219

4208 Six Forks Rd Ste 1700 Raleigh NC 27609

400 N Tampa St Ste 1800 Tampa FL 33602

4201 Congress St Charlotte NC 28209

4201 Congress St Ste 160 Charlotte NC 28209

4200 W 115th St Ste 210 Leawood KS 66211

40 Wall St Fl 56 New York NY 10005

3600 Lime St Ste 2 Riverside CA 92501

345 Corporate Center Ct Stockbridge GA 30281

333 S 7th St Ste 2900 Minneapolis MN 55402

330 John Carlyle St Ste 400 Alexandria VA 22314

3100 Village Pt Ste 200 Chesterton IN 46304

3000 Town Ctr Ste 2650 Southfield MI 48075

30 7th St E Saint Paul MN 55101

300 Throckmorton St Ste 1450 Fort Worth TX 76102

3 Dakota Dr Ste 310 New Hyde Park NY 11042

255 State St Fl 6 Boston MA 02109

2614 19th St S Birmingham AL 35209

2500 Northwinds Pkwy Ste 250 Alpharetta GA 30009

2375 E Camelback Rd Ste 700 Phoenix AZ 85016

2262 Blue Stone Hills Dr Ste B Harrisonburg VA 22801

225 State St Fl 6 Boston MA 02109

2227 Washington St Newton Lower Falls MA 02462

2227 Washington St Ste 202 Newton Lower Falls MA 02462

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

1826 N Loop 1604 W Ste 260 San Antonio TX 78248

1640 Corporate Woods Cir Uniontown OH 44685

1625 N Waterfront Pkwy Ste 150 Wichita KS 67206

14567 N Outer 40 Rd Ste 425 Chesterfield MO 63017

1597 Falmouth Rd Ste 2 Centerville MA 02632

15 N Randolph St Ste C Lexington VA 24450

15 Independence Blvd Ste 410 Warren NJ 07059

1410 Rocky Ridge Dr Ste 150 Roseville CA 95661

13961 S Minuteman Dr Ste 300 Provo UT 84604

1222 Demonbreun St Ste 1235 Nashville TN 37203

114 E Highland Dr Boerne TX 78006

115 Wild Basin Rd Ste 225 Austin TX 78746

114 E Highland Boerne TX 78006

1100 Poydras St Ste 1350 New Orleans LA 70163

1130 Iron Point Rd Ste 100 Folsom CA 95630

1116 S Main St Greenville SC 29601

10015 Old Columbia Rd Ste B215 Columbia MD 21046

10811 Main St Bellevue WA 98004

1055 E Colorado Blvd Ste 200 Pasadena CA 91106

10250 Regency Cir Ste 100 Omaha NE 68114

100 Colonial Center Pkwy Ste 220 Lake Mary FL 32746

1 Liberty Sq Fl 13 Boston MA 02109

1 Commerce St Ste 800 Montgomery AL 36104

100 Commercial St Ste 200 Portland ME 04101

10 S Jefferson St Ste 1210 Roanoke VA 24011

1001 McKinney St Ste 1730 Houston TX 77002

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

Tax Planning

Insurance

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.

See less

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Advisor Value Proposition

Business Enhancements

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management