RALEIGH, N.C., July 30, 2024 /PRNewswire/ -- CAPTRUST Financial
Advisors (CAPTRUST) today announced a major milestone,
eclipsing $1 trillion of total client
assets as of June 30, 2024. Founded
in Raleigh, North Carolina,
CAPTRUST has grown to a national firm with clients in all 50
states.
"This milestone is a surreal achievement. When we launched in
1997, we had 12 colleagues working out of a single location in
Raleigh. Since then, we have grown
to 1,600 colleagues with over 90 locations across the
U.S. While we had lofty ambitions, we could have never
imagined our current standing," said Fielding Miller, co-founder,
CEO, and chairman of the board.
"As we look forward, our opportunities are accelerating," Miller
said. "The RIA industry is in a great period of consolidation, and
we are well positioned to continue our trajectory in the years to
come, due to the tremendous work of our colleagues and the support
of our vendor partners and our investment partners, GTCR and
Carlyle."
About CAPTRUST
CAPTRUST was founded in 1997 as an independent registered
investment advisor. The firm provides investment management,
financial planning, estate planning, and tax advisory and
compliance services for individuals and families. The firm also
offers a comprehensive suite of services for ultra-high-net-worth
individuals to simplify their financial lives, mitigate risk, and
perpetuate their legacies. For retirement plan sponsors,
endowments, foundations, and religious entities, CAPTRUST offers
investment advisory services, fiduciary support, plan design,
provider analysis and fee benchmarking, and employee advice
programs.
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SOURCE CAPTRUST Financial Advisors