CAPTRUST’s Competitors, Revenue, Number of Employees, Funding, Acquisitions & News

CAPTRUST is a provider of wealth management and investment advisory services for individuals and businesses. Read more

J. Fielding Miller's photo - Chairman & CEO of CAPTRUST

Chairman & CEO

J. Fielding Miller

CEO Approval Rating

89/100

Founded:

1997

Status:

TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

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HKFS is CAPTRUST's #1 competitor. HKFS is a Private company that was founded in 1995 in Dubuque, Iowa. HKFS is in the Banks industry. Compared to CAPTRUST, HKFS has 635 fewer employees.

SageView is seen as one of CAPTRUST's biggest rivals. SageView was founded in Irvine, California} in 1989. SageView competes in the Diversified Financial Services field. Compared to CAPTRUST, SageView generates $34.6M less revenue.

TMG is one of CAPTRUST's top competitors. TMG is headquartered in Chicago, Illinois, and was founded in 2011. TMG is in the Diversified Financial Services field. TMG generates 18% the revenue of CAPTRUST.

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Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Lakeside Wealth Management Group, LLC

Jun 2020

Source »
undisclosed
Lakeside Wealth Management is an advisory firm that offers financial planning, fiduciary consulting and asset management services for individuals.
Welch Hornsby, Inc.

Mar 2020

Source »
undisclosed
Welch Hornsby is a provider of retirement plan solutions to residential and commercial sectors.
Fountain Financial Associates, Inc.

Feb 2020

Source »
undisclosed
Fountain Financial Associates is a provider of financial planning and wealth management services for individuals and businesses.

-

-

Oct 2019

Source »
undisclosed
-
South Texas Money Management, LTD

Aug 2019

Source »
undisclosed
STMM provides investment advisory services to individuals, trusts, estates, institutions, foundations and endowments.

These are all the companies that CAPTRUST has acquired. CAPTRUST has acquired 12 companies and its latest acquisition was Lakeside Wealth Management Group, LLC in Jun 2020. Lakeside Wealth Management is an advisory firm that offers financial planning, fiduciary consulting and asset management services for individuals.

CAPTRUST Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Private Equity Round
Jun 2020
--

GTCR, LLC.

Since CAPTRUST was founded in 1997, it has participated in 1 round of funding. In total CAPTRUST has raised $0. CAPTRUST's funding round was on Jun 2020 for a total of $0

Investments

No recent investments found related to CAPTRUST

CAPTRUST News

August 7, 2020planadviser

CAPTRUST Selects VP and Institutional Financial Adviser

CAPTRUST Financial Advisors has added Frank Pyles, a Phoenix, Arizona-based financial adviser. Pyles ... See more »
June 11, 2020PE Hub Network

Captrust buys Lakeside Wealth Management

Captrust Financial Advisors has acquired Chesterton, Indiana-based Lakeside Wealth Management.... See more »
June 11, 2020The DI Wire

Captrust Buys $1.6 Billion Lakeside Wealth Management

Captrust Financial Advisors, an independent registered investment advisor, has acquired Chesterton, I... See more »
June 11, 2020PE Hub Network

Captrust buys Lakeside Wealth Management | PE Hub

Captrust Financial Advisors has acquired Chesterton, Indiana-based Lakeside Wealth Management.... See more »
June 3, 2020The DI Wire

Captrust Secures Private Equity Funding from GTCR

Captrust Financial Advisors, an independent registered investment advisor with $390 billion in client... See more »
March 30, 2020Zolmax News

Sonos Inc (NASDAQ:SONO) Shares Acquired by Captrust Financial Advisors

Captrust Financial Advisors grew its position in Sonos Inc (NASDAQ:SONO) by 2,075.0% in the fourth qu... See more »
March 29, 2020Zolmax News

Captrust Financial Advisors Has $607,000 Stock Holdings in Liberty Sirius XM Group Series C (NASDAQ:LSXMK)

Captrust Financial Advisors lifted its holdings in Liberty Sirius XM Group Series C (NASDAQ:LSXMK) by... See more »

CAPTRUST Press Releases

April 25, 2019PR Newswire

CAPTRUST Announces Performance Results for 2018

RALEIGH, N.C., April 25, 2019 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST), one of the nati... See more »
April 2, 2019PR Newswire

CAPTRUST Grows Institutional Business with Addition of Three FiduciaryVest Partners

RALEIGH, N.C., April 2, 2019 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST), one of the natio... See more »
January 8, 2019StreetInsider

CAPTRUST Releases Endowment and Foundation Survey Results to Uncover Unique Investment Needs of Nonprofits

RALEIGH, N.C., Jan. 8, 2019 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST), one of the nation... See more »
July 23, 2018PR Newswire

CAPTRUST Grows Wealth Practice with Addition of Catawba Capital Management

RALEIGH, N.C., July 23, 2018 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST), one of the natio... See more »
May 31, 2018StreetInsider

CAPTRUST Adds Mark Wilson of Kimley-Horn and Associates, Inc. to Board of Advisors

CAPTRUST Financial Advisors (CAPTRUST), one of the nation's leading independent wealth management and... See more »
March 27, 2018PR Newswire

CAPTRUST Releases Performance Results for a Record 2017

RALEIGH, N.C., March 27, 2018 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST), one of the nati... See more »
September 20, 2017PR Newswire

CAPTRUST Announces Merger of Advisory Firm Davidson & Garrard

RALEIGH, N.C., Sept. 20, 2017 /PRNewswire/ -- CAPTRUST, one of the nation's leading independent wealt... See more »

CAPTRUST Videos

June 10, 2020CAPTRUST Vimeo Channel

"Investing in the Stock Market" on VIMEO

Confused by what stocks are and they fit into your investment portfolio? You're not alone! This video... See more »
May 27, 2020CAPTRUST Vimeo Channel

"Missing Participants" on VIMEO

May 21, 2020CAPTRUST Vimeo Channel

"Getting the Right Asset Allocation" on VIMEO

Retirement plans offer a variety of choices to help employees get an appropriate mix of investments. ... See more »
April 15, 2020CAPTRUST Vimeo Channel

"CAPTRUST April 2020 Market Update | Participants" on VIMEO

While there is no doubt the rapidly changing economic environment is bringing all investors short-ter... See more »
April 14, 2020CAPTRUST Vimeo Channel

"CARES Act | Participants" on VIMEO

CAPTRUST Senior Director of Retirement Services Phyllis Klein hits on the massive health and economic... See more »
April 14, 2020CAPTRUST Vimeo Channel

"Cash Reserves" on VIMEO

Knowing how much emergency savings you need to have does not need to be a mystery. Take the next two ... See more »

Headquarters

4208 Six Forks Road Suite 1700

Raleigh, North Carolina27609

800-216-0645

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Summary

ABOUT

Overview

CAPTRUST is a provider of wealth management and investment advisory services for individuals and businesses. CAPTRUST was founded in 1997. CAPTRUST's headquarters is located in Raleigh, North Carolina, USA 27609. It has raised undisclosed amount in 1 ...

CEO

CAPTRUST's Chairman & CEO, J. Fielding Miller, currently has an approval rating of 89%. CAPTRUST's primary competitors are HKFS, SageView & TMG.

Website

captrust.com

Frequently Asked Questions about CAPTRUST

  1. When was CAPTRUST founded?

    CAPTRUST was founded in 1997
  2. Who is CAPTRUST's CEO?

    CAPTRUST's CEO is J. Fielding Miller
  3. How much revenue does CAPTRUST generate?

    CAPTRUST generates $52M in revenue
  4. How much funding does CAPTRUST have?

    CAPTRUST has historically raised $0 in funding
  1. Where is CAPTRUST's headquarters?

    CAPTRUST's headquarters is in Raleigh North Carolina, USA
  2. How many employees does CAPTRUST have?

    CAPTRUST has 700 employees
  3. What sector does CAPTRUST operate in?

    CAPTRUST is in Asset & Investment Management
  4. Who are CAPTRUST's competitors?

    CAPTRUST's top competitors are HKFS, SageView, TMG