CAPTRUST - Company Information
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the coun...Read more
Headquarters
Contact
Linkedin
Company Size500 - 999
Stock SymbolN/A
Websitecaptrust.com
TypePrivate
CAPTRUST Technology Stack
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CAPTRUST Employee Profiles
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CAPTRUST News & Press Releases
Sales prospecting needs to be timely and appropriate for the person and organization you are contacting. Following the most recent company news, alerts, and updates about the leads you are currently working on is the simplest and most convenient way to stay on top of them. Here are CAPTRUST latest news, alerts and updates.
Captrust to Open First Office in Pacific Northwest With $1.1 Billion Acquisition
The acquisitive registered investment advisor adds Seattle-area firm Trutina Financial in its eighth deal of the year.
8 Dec 2023
CAPTRUST Expands Footprint In N.C. With Acquisition Of $1.3B Firm
CAPTRUST Financial Advisors has expanded its presence in its home state of North Carolina with the acquisition of the Normann Financial Group, a 10-member team that oversees more than $1.3 billion in assets, according to an announcement today. The deal is ...
3 Nov 2023
Carlyle Takes Stake in Captrust, Values Wealth Manager at More Than $3.7 Billion
After completing more than two dozen acquisitions in the past three years, it was time for Captrust to “reload†so it can pursue new opportunities, says CEO and co-founder Fielding Miller.
19 Sep 2023
CAPTRUST Expands Presence in South with Acquisition of Southern Wealth Management
The acquisition of SWM is CAPTRUST’s third deal in Texas this year, following the addition of Monroe Vos Consulting in Houston and Omega Wealth Partners in Fort Worth. Furthermore, CAPTRUST will continue expanding its presence in New Orleans, following the 2021 acquisition of Crescent Capital Consulting.
13 Jul 2023
Latest Captrust Acquisition Boosts the RIA's Reach in the Midwest
Captrust acquired Minnetonka, Minn.-based QA Wealth Management, which has more than $770 million in advisory assets and 23 employees.
24 Apr 2023
FAQs for CAPTRUST
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The official website of CAPTRUST is captrust.com You can find their contact number, email address, and headquarters by clicking here.
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