CAPTRUST Financial Advisors

CAPTRUST operates a centralized investment office that selects and monitors third-party asset managers, mutual funds, and alternative investment strategies on behalf of its advisory teams. The firm does not typically manufacture its own proprietary investment products; rather, it constructs client portfolios using external managers determined by a due-diligence committee. Individual advisors retain discretion over asset-allocation implementation within CAPTRUST's approved-platform framework.

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.

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.

CAPTRUST acquires registered investment advisory firms, typically founder-owned practices seeking operational scale, succession planning, or capital for growth. Acquired firms adopt CAPTRUST's brand, technology stack, and compliance framework, but advisors and client-service teams generally remain in place. The model is designed to maintain continuity of the client relationship while centralizing middle- and back-office functions.

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.

CAPTRUST does not publicly publish a restricted-sectors list. As a manager-research-driven platform that accesses most private-market exposure through commingled vehicles, restrictions are determined at the individual fund level rather than by a firm-wide exclusion framework. Endowment and foundation clients may impose their own values-based screening overlays.

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.