CapTrust Financial Advisors:
A Leading Defined Contribution Plan Focused Financial Advisory Firm

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Date Published: November 29, 2021
Summary PowerPoint Deck: 33 Slides
Reference PowerPoint Deck: 136 Slides

CapTrust Financial Advisors was founded by Fielding Miller & David Perkins in 1997. The firm is based in Raleigh, NC and has 72 offices, 1,000 employees, 8,230 clients, 19,209 accounts, $558 billion assets under management & administration, and $65 billion net new assets under management & administration. CapTrust Financial Advisors is led by its CEO Fielding Miller & President Ben Goldstein. CapTrust Financial Advisors' web sites can be found at www.captrust.com & www.captrustadvisors.com.

This research addresses the key historical phases of CapTrust Financial Advisors, including:
  • Emergence Phase
  • Wachovia Corporation Phase
  • Defined Contribution Plan Focused Financial Advisor Acquisitions Phase
  • High Net Worth Focused Financial Advisor Acquisitions Phase
Its profile includes the key statistics of CapTrust Financial Advisors, including its number of offices, employees, clients, accounts, assets under management & administration, and net new assets under management & administration.

Its profile includes detailed outlines of its core businesses, including:
  • Institutional Services
  • Private Wealth Services

And its profile concludes with the highlights of its organizational structure & ownership.



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