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CAPTRUST Financial Advisors
Our clients are families and individuals who value the personalized attention from an intimate, experienced team while leveraging the investment opportunities...
CAPTRUST Financial Advisors
Our clients are families and individuals who value the personalized attention from an intimate, experienced team while leveraging the investment opportunities only provided by large technology driven financial institutions. The professionals at CapTrust understand how to define and manage your investment portfolio, provide expert financial advice, and monitor activities effecting your accounts and personal security.
General information
Firm type
Multi Family Office
Year founded
1997
Location
Region
North America
Country
United States
City
Raleigh
Corporate office
Raleigh, NC, United States
Principals
Fielding Miller
CEO & Co-Founder
Rush Benton
Senior Director of Strategic Growth
Sector focus
Frequently asked questions
Is CAPTRUST a wealth manager, an institutional consultant, or both?
CAPTRUST is both. The institutional side serves defined-benefit and defined-contribution plans, endowments, and foundations with actuarial consulting, plan design, and investment monitoring. The private wealth side provides financial planning and portfolio management to high-net-worth families. Each advisory team operates within the firm's shared compliance and investment infrastructure while retaining a degree of client-facing autonomy.
Does CAPTRUST participate in direct private investments or only fund commitments?
CAPTRUST accesses alternatives primarily through fund commitments — private real estate funds, private credit vehicles, and similar structures — rather than direct company investments. The firm's manager-research team selects and monitors these strategies. Direct co-investments alongside GPs are not a core component of its offering.
How are philanthropic activities organized at CAPTRUST?
The CAPTRUST Community Foundation (CCF) is a 501(c)(3) employee-funded nonprofit that awards grants to charitable organizations serving children. Contributions are voluntary, deducted from advisor compensation. CCF is legally separate from the advisory business and governed by an employee board.
How is CAPTRUST structured given the minority private equity stakes?
CAPTRUST remains majority employee-owned. GTCR acquired a 25 percent stake in 2020, and the Carlyle Group acquired a minority position in 2023. The firm's board includes representation from both private equity investors alongside management. Control remains with the employee partnership, distinguishing it from RIA platforms that have sold a majority interest.
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