# Captrust
Source: https://planprovider.pro/provider/captrust

> Founded in 1997, CAPTRUST has grown into a large advisory firm with about 1,500 employees and headquarters in Raleigh, serving the Research Triangle and clie…

Retirement Plan Advisor

Raleigh, NC

## About Captrust

<p>Founded in 1997, CAPTRUST has grown into a large advisory firm with about 1,500 employees and headquarters in Raleigh, serving the Research Triangle and clients nationwide. It works with retirement plan sponsors as well as individuals, families, executives, business owners, and professional athletes who need coordinated investment and planning support.</p>

<p>For plan sponsors, CAPTRUST provides co-fiduciary support through both 3(21) investment advice and 3(38) investment management. The firm also handles plan design work, compliance support, fiduciary reviews, and participant-level investment advice to help employees make decisions inside the plan.</p>

<p>CAPTRUST reports $1,000.0B in AUM (2026). In addition to its Raleigh headquarters, confirmed offices span several major metros, including Indianapolis and northwest Indiana (Chesterton), Tampa and southwest Florida (Hollywood and Bonita Springs), and the Detroit area (Southfield).</p>

<p>What sets CAPTRUST apart is the mix of retirement plan co-fiduciary services and personal wealth planning under one organization, which can be helpful for employers that want a single <a href="/plan-advisors">plan advisor</a> partner for both sponsor and participant needs.</p>

<ul>
<li>3(21) fiduciary investment advice and 3(38) investment management</li>
<li>Retirement plan design and compliance support</li>
<li>Participant investment advice</li>
<li>Fiduciary audit support and reviews</li>
<li>Advisory services for nonprofits, endowments, and foundations</li>
</ul>

Website: [https://www.captrust.com/](https://www.captrust.com/)

Founded: 1997

Employees: 1500

## Office Locations

- Chesterton, IN

- Hollywood, FL

- Bonita Springs, FL

- Indianapolis, IN

- Tampa, FL

- Raleigh, NC (Headquarters)

- Southfield, MI

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

- Plan Design Consulting

- Compliance Services

- Participant Investment Advice

- Fiduciary Audit Services

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1000.0B

## Other Retirement Plan Advisors in NC

- [Cary Street Partners](https://planprovider.pro/provider/cary-street-partners) - Richmond, VA

- [Blueprint Financial Advisors](https://planprovider.pro/provider/blueprint-financial-advisors) - Charlotte, NC

- [Tradewinds, LLC](https://planprovider.pro/provider/tradewinds-llc) - Raleigh, NC

- [Milestone Advisory Partners, LLC](https://planprovider.pro/provider/milestone-advisory-partners-llc) - Southern Pines, NC

- [MCSHANE PARTNERS](https://planprovider.pro/provider/mcshane-partners) - Charlotte, NC

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [Colton Groome Financial Advisors, LLC](https://planprovider.pro/provider/colton-groome-financial-advisors-llc) - Asheville, NC

- [Carolina Wealth Management, Inc.](https://planprovider.pro/provider/carolina-wealth-management-inc) - Greenville, NC

- [Merrill Lynch](https://planprovider.pro/provider/merrill-lynch) - New York, NY

- [Ameriprise Financial Services, LLC](https://planprovider.pro/provider/ameriprise-financial-services-llc) - Minneapolis, MN

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/captrust)

&copy; 2026 PlanProvider.Pro