CAPTRUST
Highly Engaged Employees
Highly Engaged EmployeesFinance · North Carolina, United States · 1K - 5K Employees
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Overview
Headquarters
4208 Six Forks Rd Ste 1700, Raleigh, Nor...Phone Number
(919) 870-6822Website
www.captrust.comRevenue
$776.5 MillionIndustry
ZI Rank: 7
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
9
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11
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7
About CAPTRUST
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.Explore more
CAPTRUST Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
CAPTRUST
$776.5M
1K - 5K
Private
-
1997
BL
Bryan LinnAdvisor, Chief Financial Officer, Chief Operating Officer. Partner
$728.5M
501-1,000
Private
-
1996
KK
Kevin KrausVice President, RIA Strategy and Growth, Chief of Staff To Head of RIA Channel
Company Profile Activity
Activity Insights
CAPTRUST is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
CAPTRUST is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CAPTRUST.
CAPTRUST Tech Stack
A closer look at the technologies used by CAPTRUST
Most Recent Scoops
Hiring Plans
CAPTRUST has more open roles in Engineering & Technical than it has had at any time in the past 6 months. Technologies mentioned include: Git, TypeScript, React, dbt, SQL, Google Analytics, and Powerplatform.
Hiring Plans
Open Position
Person-Based
Financial Planning, Artificial Intelligence
Event
Person-Based
Events, Podcast
Open Position
CAPTRUST News & Media
Royce Small-Cap Trust (NYSE: RVT) as of Feb 28, 2026
Oldest and largest small-cap closed-end fund Average weekly trading volume of approximately 1,600,196 shares Fund's adviser has more than 50 years of small- and micro-cap investment experience NEW YORK, March 25, 2026 /PRNewswire/ -- CLOSING PRICES AS OF 02/28/26 NAV 19.57 MKT 18.36...Royce Micro-Cap Trust, Inc. (NYSE-RMT) declares First Quarter Common Stock Distribution of $0.19 Per Share
NEW YORK, March 2, 2026 /PRNewswire/ -- Royce Micro-Cap Trust, Inc. (NYSE-RMT) has declared a quarterly distribution of $0.19 per share on its Common Stock. The distribution, optionally payable in additional shares of Common Stock, or in cash by specific stockholder election, is to be...Royce Small-Cap Trust, Inc. (NYSE-RVT) declares First Quarter Common Stock Distribution of $0.30 Per Share
NEW YORK, March 2, 2026 /PRNewswire/ -- Royce Small-Cap Trust, Inc. (NYSE-RVT) has declared a quarterly distribution of $0.30 per share on its Common Stock. The distribution, optionally payable in additional shares of Common Stock, or in cash by specific stockholder election, is to be...Deals & Moves: EP Wealth, Captrust Pen 3rd Deals of 2026
In addition, Prime Capital announces two more recruits from Edelman Financial Engines, who are the subject of a legal dispute, and Raymond James lands two Commonwealth advisors
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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 simpl... Read More
