A registered investment advisory firm based in Raleigh, North Carolina, with about 96 offices. It manages about $1.24 trillion for roughly 37,852 individual clients. Services include financial planning, investment management for individuals and small businesses, managing private funds.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; A share of investment gains
Typical client size ?$2.54 million
Assets under management ?$1.24 trillion
Individual clients37,852
Median years of experience15
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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Also known as
1776 Advisor Group · Windsor Financial Group · Welch Hornsby, Inc. · Wealth Covenant Group LLC · Watermark Asset Management, Inc. · Trutina Financial · Trustcore Financial Services, LLC · Trunorth Wealth Partners, LLC · Triange Retirement Solutions · THE Johnston Group · Strategic Advisor Group · Stillwater Capital Advisors, LLC
About Captrust
How do I contact Captrust?
Call the main office at 919-870-6822. The main office is at 4208 Six Forks Rd Suite 1700, Raleigh, NC 27609.
How is Captrust paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Captrust offer?
Financial planning, Investment management for individuals and small businesses, Managing private funds, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Educational seminars and workshops.
How many advisors work at Captrust?
We list 951 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.