# CAPTRUST Wealth Advisors

CAPTRUST Wealth Advisors is a RIA based in Holland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Holland, United States
- **Region:** North America
- **Address:** Raleigh, NC, United States
- **Founded:** 1997
- **Assets under management:** $973B (per SEC ADV, 2024)
- **Website:** captrust.com

## Regulatory record

- **CRD number:** 173736
- **SEC file number:** 801-80687
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173736

## About

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.

## Sectors

- Financial Services
- Asset Management
- Retirement & Pension
- Insurance & Employee Benefits

## 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

## People

- G. Edward "Eddie" Adair — CEO
- Locke Clifford — CFO
- Karen Botten — COO
- J. Michael Jurkowski — Chief Investment Officer

## 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.

### 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.

### 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.

## Related profiles

- [3W Fund Management](https://altss.com/profile/3w-fund-management-limited)
- [Austec Wealth Management](https://altss.com/profile/austec-wealth-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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