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CAPTRUST Wealth Advisors
CAPTRUST WEALTH ADVISORS is an SEC-registered investment adviser in HOLLAND, MI, registered since 2015.
CAPTRUST Wealth Advisors
CAPTRUST WEALTH ADVISORS is an SEC-registered investment adviser in HOLLAND, MI, registered since 2015. The firm manages $2.0 billion in regulatory assets under management, $2.0 billion on a discretionary basis. It has 26 employees and 20 investment advisers.
General information
Firm type
RIA
Year founded
1997
AUM
$973B (per SEC ADV, 2024)
Location
Region
North America
Country
United States
City
Holland
Corporate office
Raleigh, NC, United States
Additional offices
Charlotte, NC · Dallas, TX · Tampa, FL · Greenville, SC · Nashville, TN · Richmond, VA · Atlanta, GA · Houston, TX · Baltimore, MD · Washington, DC · New York, NY · Boston, MA · Chicago, IL · Denver, CO · Phoenix, AZ · Portland, OR · Seattle, WA · San Francisco, CA · Los Angeles, CA
Principals
G. Edward "Eddie" Adair
CEO
Locke Clifford
CFO
Karen Botten
COO
J. Michael Jurkowski
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at CAPTRUST?
CAPTRUST's Chief Investment Officer is J. Michael Jurkowski, who oversees the firm's investment committee and manager selection process. The firm does not manage proprietary funds; it selects third-party managers and constructs portfolios for clients across wealth management, retirement plans, and institutional OCIO mandates.
Is CAPTRUST structured as a single-family office or an independent RIA?
CAPTRUST is an independent registered investment advisor (RIA), not a family office. It serves thousands of unrelated clients including high-net-worth individuals, corporations, foundations, and endowments. Ownership is held by employees and private-equity investors.
How does CAPTRUST source proprietary deal flow?
CAPTRUST does not originate proprietary direct investments. It sources investment products from a wide range of third-party asset managers across public and private markets. The firm negotiates institutional pricing on behalf of its aggregated client base.
Does CAPTRUST participate in fund commitments or only direct deals?
CAPTRUST primarily invests client assets through funds and separate accounts managed by external firms. It does not operate its own direct private-equity or venture fund. Clients may access alternative investments via funds, interval funds, or separate accounts.
What investment stages does CAPTRUST typically target?
CAPTRUST covers all stages of public and private markets through third-party managers. For alternatives, it invests across venture, growth, buyout, hedge funds, real estate, and private credit according to client mandates and asset-allocation models.
Which sectors does CAPTRUST explicitly avoid?
CAPTRUST does not publicly state explicit sector avoidance. As a manager-of-managers, sector exposure is determined by the portfolio allocations of selected third-party investment managers.
Where does the underlying wealth come from for CAPTRUST's client base?
CAPTRUST clients include high-net-worth individuals and families, corporate retirement plans, foundations, and endowments. The firm does not disclose the wealth origin of individual clients, as it is a multi-client RIA.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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