CAPTRUST: Detailed Company Information & Corporate Profile

Contact top employees from CAPTRUST

Summary

CAPTRUST is a private company that has been in the industry for 29 years. The company currently specializes in the Financial Services, Asset & Investment Management, Diversified Investment Services areas. The position of the Co-Founder & CEO is occupied by J. Fielding Miller. Its headquarters is located at Raleigh, North Carolina, USA. The number of employees ranges from 500 to 1.0K. The annual revenue of CAPTRUST varies between 1B and 5B. To connect with CAPTRUST employee register on SignalHire.

CAPTRUST Websitecaptrust.com
Social Links
facebooklinkedIntwitter
Phone Number919.870.6822
Industries
CAPTRUST Headquarters address4208 Six Forks Road, Raleigh, NC, 27609 US
Company Size1000-5000 employees
SpecialtiesRetirement 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

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
Revenue
Funding
2010Privately
Held
1 - 25 11.3M $2.2M
1947Partnership 500 - 1.0K 704.4M $50.7M
1991Privately
Held
100 - 250 249.1M $1M
1977Privately
Held
25 - 100 30.8M $350K

Estimated Website Traffic

The chart shows a decline in traffic to the captrust.com website. In May, traffic decreased to 53257, compared to 106968 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.

3% have been with the company for less than 1 year14% have been with the company for 1 to 2 years26% have been with the company for 3 to 4 years18% have been with the company for 5 to 7 years13% have been with the company for 8 to 10 years27% 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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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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Thomas Costello
Thomas CostelloVice President | Financial Advisor
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Bill Hudson
Bill HudsonVice President | Financial Advisor
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Rex Heins
Rex HeinsTax Intern
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Salvatore Cataldi
Salvatore CataldiTechnolgy Operations
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Polina Honcharenko
Polina HoncharenkoFinancial Planner
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Shireen Kaff
Shireen KaffRFP Consultant
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Andrew Scheppegrell
Andrew ScheppegrellFinancial Advisor
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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.
CAPTRUST's revenue is approximately 1.1B.
Well-known competitors of CAPTRUST include Income Discovery, LCP, Sequoia Financial Group and Pension Corporation of America.

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