CapTrust Financial Advisors:
A Leading Defined Contribution Plan Focused Financial Advisory Firm
Recently Released!!!
Date Published: November 29, 2021
Summary PowerPoint Deck: 34 Slides
Reference PowerPoint Deck: 137 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:
Its profile includes detailed outlines of its core businesses, including:
Date Published: November 29, 2021
Summary PowerPoint Deck: 34 Slides
Reference PowerPoint Deck: 137 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 detailed outlines of its core businesses, including:
- Institutional Services
- Private Wealth Services
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
