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CAPTRUST
finance
Phone
(800) 216-0645
Employees
570
Headquarters
4208 Six Forks Road, Raleigh, North Carolina, United States, 27609
Headquarters
4208 Six Forks Road, Raleigh, North Carolina, United States, 27609
retirement plan advisory services, investment advisory, nonqualified advisory services, discretionary investment management, financial, estate planning, provider search, selection, fee benchmarking, participant education, advice, and fiduciary process management, finance, financial services, law practice, legal services
About CAPTRUST

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory servic...
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, institutional investors, executives, and high net-worth individuals. ----- Catawba Capital Management offers personalized investment management for individuals, businesses and institutions. Catawba Capital Management manage funds based on the principals of conservative investment management: investing in highquality securities at reasonable prices in diversified portfolios.
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Contacts at CAPTRUST

Vice President | Financial Advisor
Senior Associate, Investment Research, Consulting Research Group
Senior Vice President | Financial Advisor
Senior Financial Analyst
Freelance Writer
Client Relationship Manager
Senior Vice President | Financial Advisor
Sr Client Management Consultant
CAPTRUST Associate
Manager - Performance Reporting
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