CAPTRUST: Detailed Company Information & Corporate Profile

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Summary

CAPTRUST is a finance company established in 1989 with headquarters in Raleigh, North Carolina. Operating within the Research Triangle region, it employs between 1,000 and 5,000 professionals and generates annual revenue in the $1 billion to $5 billion range. The firm remains independent and focuses on delivering comprehensive retirement and investment solutions under SIC code 6189.

CAPTRUST’s core capabilities span Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management. These services are designed to support institutions and participants in managing retirement benefits efficiently and effectively.

Leadership at CAPTRUST is driven by a team of Vice Presidents—including Tyler Pugh, Joe DeBello, Nick Viola, Will Moody, Gavin Wilson, Philip Kelton, Naomi Soto, Doug Jenkins, Austin Hipschen, Richard Rodriguez, Cole, and Yodit Micaele—alongside senior specialists such as Michelle Armendariz and Maile Meyer. The group works collaboratively to deliver tailored advisory solutions across the firm’s broad service portfolio.

CAPTRUST Websitecaptrust.com
Social Links
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Phone Number919.870.6822
Industries
CAPTRUST Headquarters Address4208 Six Forks Road, Raleigh, NC, 27609 US
Company Size1000-5000 employees
Specialities & ServicesRetirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, Fiduciary Process Management
SIC Code6189
DMA CodeResearch Triangle
Founded1989
Estimated Annual Revenue$1B - 5B
Operating StatusIndependent Company
Updated:2026-09-07

CAPTRUST Org Chart

Chief Executive Officer

Chief Executive Officer

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C-Level

A L
Ann Leddy

Chief Compliance Officer

K S
Kate Sampson

Chief Human Resources Officer

Competitors

Name
Founded
Type
Employees
2010Privately
Held
1 - 25
1947Partnership 500 - 1.0K
1991Privately
Held
100 - 250
1977Privately
Held
25 - 100

Estimated Website Traffic

The chart shows a decline in traffic to the captrust.com website. In August, traffic decreased to 30710, compared to 35204 in the previous month. The highest traffic in 2026 was recorded in March, reaching 119247 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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CAPTRUST's workforce includes employees across a wide range of tenure levels.

5% have been with the company for less than 1 year17% have been with the company for 1 to 2 years12% have been with the company for 3 to 4 years10% have been with the company for 5 to 7 years7% have been with the company for 8 to 10 years50% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from CAPTRUST
Tyler Pugh
Tyler PughVice President - Financial Advisor, Private Wealth Management
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Joe DeBello
Joe DeBelloVice President | Institutional Financial Advisor
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Nick Viola
Nick ViolaVice President
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Will Moody
Will MoodyVice President | Financial Advisor
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Gavin Wilson
Gavin WilsonSeismic Product Owner
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Philip Kelton
Philip KeltonVice President | Financial Advisor
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Naomi Soto
Naomi SotoVice President | Institutional Financial Advisor
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Doug Jenkins
Doug JenkinsVice President | Financial Advisor
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Austin Hipschen
Austin HipschenVice President Financial Planning
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Richard Rodriguez
Richard RodriguezVice President
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Cole
ColeVice President | Financial Advisor
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Michelle Armendariz
Michelle ArmendarizSenior Tax Accountant
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Maile Meyer
Maile MeyerWealth Management Intern
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Jack
JackSenior Associate | Relationship Manager
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Grant Nielsen
Grant NielsenTeam Lead
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Jonathan Biggins
Jonathan BigginsInstitutional Client Management Consultant
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CAPTRUST Corporate Information: FAQ

CAPTRUST operates in the Finance industries. More details can be found on the official website: captrust.com.
CAPTRUST has offices located in Raleigh, US.
The headquarters of CAPTRUST are located in Raleigh, United States.
The current CEO of CAPTRUST is J. Fielding Miller
You can contact CAPTRUST by phone at 919.870.6822.
CAPTRUST currently employs 1000-5000 people.
Well-known competitors of CAPTRUST include Income Discovery, LCP, Sequoia Financial Group and Pension Corporation of America.

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