CapTrust Family Office

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CapTrust Family Office Overview

Type

Multi Family Office

Year Founded

1997

General Information

CapTrust Family Office is a multi-family office headquartered in Raleigh, United States. Founded in 1997, its wealth originates from the investment advisory entrepreneurship of co-founders Fielding Miller and David Perkins, who built CapTrust into a national wealth management firm. The family office offers investment management, estate planning, tax advisory, and philanthropic services to ultra-high-net-worth families—advising clients with an evergreen, conflict-free fiduciary approach.

Contact Information

Website:
https://www.captrust.com/

Year Founded:
1997

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Raleigh, NC, United States

Portfolio & Notable Allocations


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Captrust Family Office | Raleigh Multi Family Office | Altss