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Captrust

Investment Banking

Founded: 1997
Headquarters: 4208 Six Forks Rd Ste 1700, Raleigh, North Carolina, 27609, United States
Overview
Location
North Carolina, United States
Headquarter
4208 Six Forks Rd Ste 1700, Raleigh, North Carolina, 27609, United States
Contact Number
(919) 870-6822
No of Employees
1,170 Employees
Industry
Investment Banking
Contact Email
Not Available
Company Type
Private Company
Website
www.captrust.com
Founded
1997
CEO
Not Available
Codes
SIC Code 67,679 | NAICS Code 52,523
Annual Revenue
$670.2 Million
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Social Handles

Company Overview

CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. 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, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.

Employees by Level

C-Level

15

VP-Level

218

Director

82

Manager

590

Non-Manager

777

Top Contacts

1486

Top C-suite Members of Company

Connect with key decision-makers at Captrust. View contact details of C-suite executives and leadership team.

NameTitleContact
Robert MillerChief Financial Officerr****[email protected]
Krumm ReinaChief Financial Officerk****[email protected]
Sylvia RhineChief Financial Officers****[email protected]
Ben GoldsteinPresidentb****[email protected]
Clark ChristopherPresidentc****[email protected]
Michael VogelzangChief Investment Officer & Managing Directorm****[email protected]
Scott DeMaagdAdvisor. Chief Investment Officers****[email protected]
John MatejkaVice President, Financial & Advisorj****[email protected]
Peggy WhitmoreVice President - Financial Advisorp****[email protected]
Scott DemaagdAdvisor. Chief Investment Officers****[email protected]
Ann LeddyChief Compliance Officera****[email protected]
Kathryn McCallVice President, Financial Advisork****[email protected]
Robert MillerChief Financial Officerr****[email protected]

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Holly Hodges
Hr
******0645[email protected]
Mark Chando
Financial Advisor
*******2758[email protected]
Vicki Love
Senior Client Management Consultant
******8916[email protected]
Mike Gray
Principal
******4945[email protected]
Jay Lieberman
Senior Associate And Participant Advisory Services
******3859[email protected]
Chip Mang
Principal
******1182[email protected]
Ernest Liebre
Senior Vice President And Financial Advisor
******0033[email protected]
Michael Pratico
Financial Advisor
******8568[email protected]
John Martin
Financial Advisor
******6739[email protected]
Troy Anderson
Vice President, Financial Advisor
*******3851[email protected]
Scott Wertheim
Vp
******2588[email protected]
Cheryl Walters
Client Management Consultant
*******0671[email protected]
Phyllis Klein
Senior Director, Consulting Research Group
*******5000[email protected]
Kipp Small
Vice President Financial Advisor
******1773[email protected]
Danny Summerlin
Investment Advisor
*******8771[email protected]
Keith Faulkner
Principal | Financial Advisor
*******4237[email protected]
Phillip Epting
Financial Planner
******6760[email protected]
Claude Molosiu
Vice President | Financial Advisor
******2365[email protected]
Stephanie Brown
Vice President Financial Advisor
******3975[email protected]
Larry Manning
Principal | Financial Advisor
******3100[email protected]
Adam Eisenhauer
Specialist- Trading
*******8800[email protected]
James Needell
Hr
******6239[email protected]
Roger Noonan
Advisor Support Group
******1738[email protected]
Elyse Earwicker
Senior Associate
******3101[email protected]
Fred Sloan
Senior Vice President | Financial Advisor
******0439[email protected]
Cynthia Rico
Client Management Consultant
******6327[email protected]
Evelina Glynn
Client Management Consultant, Office Manager
*******4237[email protected]
Kathy Del Corso-chase
Senior Director, Human Resources At Captrust
******6822[email protected]
Alysia Tacinelli
Freelance Writer
******7682[email protected]
Errol Hau
Institutional Financial Advisor
*******2444[email protected]
Adam Cohen
Centralized Trading Business Operations Group
*******7319[email protected]
Mario Giganti
Senior Vice President | Financial Advisor
*******6250[email protected]
Peter Ruffel
Team Leader
******0943[email protected]
Laurie Vamos
Team Leader, Participant Call Center
******8100[email protected]
Land Hite
Financial Advisor
******1221[email protected]
David Mize
Vice President
*******2970[email protected]
Belinda Boone
Senior Associate
******9887[email protected]
Ben Napier
Senior Manager, Investment Research, Consulting Research Group
******8916[email protected]
Walter Abele
Certified Financial Planner  Practitioner
******5206[email protected]
Brent Hartman
Investment Strategist
******8119[email protected]
Christopher Stauffer
Specialist, Institutional Solutions
*******3349[email protected]
Bruce Johnson
Owner
******5858[email protected]
Holly Moore
Principal And Financial Advisor
******8916[email protected]
Philly Jones
Senior Vice President | Financial Advisor
*******1270[email protected]
Amy Molewski
Associate | Business Administration
*******0237[email protected]
Scott Matheson
Managing Director, Defined Contribution Practice Leader
******3942[email protected]
Tia Chambers
Client Management Consultant
******4413[email protected]
Lori Frascati
Client Services
*******6435[email protected]
Christina Culver
Client Management Consultant
*******4684[email protected]
Cp Timothy Rice
Principal
******1182[email protected]
Mike Molewski
Principal | Financial Advisor
******2600[email protected]
David Hansen
Senior Vice President, Financial Advisor
******6042[email protected]
John Davenport
Financial Advisor
******5547[email protected]
James Stenstrom
Senior Manager | Investment Research
******6822[email protected]
Arpc® Evan Melcher
Vice President | Financial Advisor
*******1903[email protected]
Benjamin Sroka
Client Management Consultant
*******2192[email protected]
Lynn Ames
Financial Advisor
*******3300[email protected]
Dalia Hussein
Project Manager
*******9500[email protected]
Jannine Humphrey
Associate, Performance Reporting
*******8811[email protected]
Francetta Slacum
Senior Financial Advisor Relationship Manager
*******5200[email protected]
Ronald Hinton
Network Administrator
*******7915[email protected]
Kevin Monroe
Financial Advisor
*******5576[email protected]
Jon Meyer
Chief Technology Officer And Senior Director At Captrust
*******8899[email protected]
Chad Griffeth
Vice President | Financial Advisor
******5396[email protected]
Erica Blomgren
Vice President, Financial Advisor
******9520[email protected]
Stephanie Zegar
Client Management
******9149[email protected]
Joshua Isley
Senior Associate | Defined Contribution | Client Solutions Group
******3242[email protected]
David Stix
Senior Vice President And Financial Advisor
******8880[email protected]
Rosanne Costello
Senior Vice President And Financial Advisor
******1527[email protected]
Vinton Fountain
Principal And Financial Advisor
******5557[email protected]
Christopher Riley
Senior Vice President And Financial Advisor
******4111[email protected]
Kyle Tucker
Assistant Vice President, Financial Advisor
******6822[email protected]
David Wahlen
Senior Associate, Recruiting And Acquisitions, Advisor Group
******9926[email protected]
Christina Markell-balleza
Senior Director, Legal
******5535[email protected]
Andrew Shimp
Senior Vice President | Financial Advisor
******4032[email protected]
Kelly Mills
Chief Financial Officer
*******4961[email protected]
Teri Grubb
Senior Director | Leadership
******8916[email protected]
Vivian Houchens
Senior Associate | Implementation Services | Consulting Research Group
******0348[email protected]
Wes Schantz
Principal | Financial Advisor
******2600[email protected]
Mary Daugherty
Operations
******7979[email protected]
Teri Halasz
Client Mangement Consultant
******0600[email protected]
Jim Edwards
Principal | Financial Advisor
******2600[email protected]
Judy Jobe
Administrative Associate
******7257[email protected]
Greg Rohrbach
Compliance
*******7772[email protected]
Pete Dinardo
Financial Advisor Relationship Manager
******5130[email protected]
Wes Schantz
Financial Advisor
******2600[email protected]
Todd Jones
Principal And Financial Advisor
*******6822[email protected]
Rick Shoff
Managing Director Advisor Support Group
******8811[email protected]
Gary Burleson
Client Management
******7406[email protected]
Jeannie Brown
Client Management Consultant
******7998[email protected]
Cathy Ritter
Principal, Financial Advisor
******8916[email protected]
Abigail Russell
Vice President | Financial Advisor
******6822[email protected]
Jack Kenney
Retirement Counselor
******1153[email protected]
Bruce Graham
Vice President, Financial Advisor At Captrust
*******3195[email protected]
Stan Kimball
Principal, Financial Advisor At Captrust
******8000[email protected]
Kathleen Hopkins
Communications Manager
*******6716[email protected]
Corey Mansfield
Client Management Specialist
******0555[email protected]
James Needell
Hr
******0645[email protected]
Kim Huppertz
Relationship Qka
******7845[email protected]
Jennifer Cunningham
Senior Manager, Integrations
******1123[email protected]

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Technology Stack

Technology

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Captrust

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by Captrust

DocuSign
DocuSign

DocuSign technology used by Captrust

WordPress.org
WordPress.org

WordPress.org technology used by Captrust

Frequently Asked Questions

What is the address of Captrust's headquarters?

Captrust is headquartered at 4208 Six Forks Rd Ste 1700, Raleigh, North Carolina, 27609, United States.

How can I contact Captrust by phone?

You can reach Captrust by calling their customer support number at (919) 870-6822.

What is the official website for Captrust?

You can visit Captrust's official website at www.captrust.com.

How much revenue does Captrust generate?

Captrust reports an annual revenue of approximately $670.2 Million.

What is the SIC code for Captrust?

The Standard Industrial Classification (SIC) code for Captrust is 67,679.

What is the NAICS code for Captrust?

Captrust falls under the NAICS code 52,523.

How many people work at Captrust?

Captrust has a workforce of about 1,170 employees.

Which industry is Captrust part of?

Captrust operates in the Investment Banking, Finance industry.

Which technologies are used by Captrust?

Captrust utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, DocuSign, WordPress.org.

Who is the Chief Executive Officer (CEO) of Captrust?

The CEO of Captrust is .

How can I get in touch with Captrust?

To contact Captrust, call (919) 870-6822 or visit their website at www.captrust.com

Is Captrust a publicly traded company?

No, Captrust is a private company.

How much total funding has Captrust secured so far?

To date, Captrust has raised - across 1 funding round(s).

Who are the main competitors of Captrust?

Key competitors of Captrust include Cambridge Associates, Brown Advisory, Newport, Wealth Enhancement Group

Which companies has Captrust acquired?

Acquisitions by Captrust include Atlantic Capital Management, Plan Advisory Services, Morton Wealth Management, MFP Strategies .

Who holds the CFO position at Captrust?

Robert Miller serves as the Chief Financial Officer (CFO) at Captrust.

Where can I find Captrust on social media?

You can follow Captrust on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

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