CAPTRUST
CAPTRUST

CAPTRUST Information

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 500M and 1.0B. To connect with CAPTRUST employee register on SignalHire.

Organization Website

captrust.com

Social Links

facebooklinkedIntwitter

Phone Number

919.870.6822

Industries

Headquarters Location

4208 Six Forks Road, Raleigh, NC, 27609 US

Employees Size

1000-5000 employees

Specialties

Retirement 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 Code

6189

DMA Code

Research Triangle

Founded

1989

Estimated Annual Revenue

$500M - 1.0B

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2010Privately
Held
1 - 25 18.4M $2.2M
1947Partnership 500 - 1.0K 145.8M $50.7M
1991Privately
Held
100 - 250 17.3M $1M
1977Privately
Held
25 - 100 6.2M $350K

Estimated Website Traffic

The chart shows a decline in traffic to the captrust.com website. In November, traffic decreased to 59728, compared to 65079 in the previous month. The highest traffic in 2025 was recorded in August, reaching 106246 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at CAPTRUST shows a diverse range of experience levels:
3% have been with the company for less than 1 year43% for 1–2 years17% for 3–4 years13% for 5–7 years6% for 8–10 years16% have over 11 years of service at CAPTRUST
Ex-employees positions
In Company
In New Company
Contact top employees from CAPTRUST
Ryan Adkerson
Vice President
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Tyler Pugh
Vice President - Financial Advisor, Private Wealth Management
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Joe DeBello
Vice President | Institutional Financial Advisor
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Adam Beers
Senior Associate Portfolio Manager
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Jay Nicholls
Financial Advisor
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Peter Ruffel
Senior Team Leader
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Rod Waterbury
Principal | Financial Advisor
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Daniel Harsh
Financial Advisor | Relationship Manager
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Carlos Quinto
Senior Associate/Participant Advisory Services at CAPTRUST
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Owen Liang
Tax Preparer
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Tyler Tropeano
Information Technology Associate
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Marshall Futrell
Portfolio Implementation Associate
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Adam Robinette
Senior Financial Counselor
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Gerardo Castro
Senior Client Service Associate
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Julie Crowe
Sr. Client Management Consultant
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Louis
WCS Manager
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Jacob Munster
Manager | Data & Analytics
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Mark Francher
Chief Human Resources Officer
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Chad Hardin
Institutional Portfolio Construction Analyst
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Valerie Young
Financial Wellness Consultant, CAPTRUST at Work
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Francetta Slacum
Senior Financial Advisor Relationship Manager
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INGRA WILSON
Institutional Client Management Consultant
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Liz Ulrichson
Financial Advisor Relationship Manager
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Arthur Brachowski
Financial Advisor-Relationship Manager
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Justin Sinisi
Financial Advisor
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Melissa Watermolen
Compensation Manager
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FAQ

CAPTRUST operates in the Finance industries. More details can be found on the official website: captrust.com.
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 684.4M.
Well-known competitors of CAPTRUST include Income Discovery, LCP, Sequoia Financial Group and Pension Corporation of America.

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