CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be conducting phone consultations on August 14th. This comes as exciting news for the firm, as Captrust has recently hit a major milestone by surpassing $1 trillion in assets under management. The Raleigh-based wealth management firm announced this achievement on Tuesday, showcasing their continued growth and success in the financial industry.
Captrust's growth over the years has been impressive, with the firm initially focusing on serving institutional clients, such as retirement plans. However, they have since expanded their services to cater to a broader range of clients, including individuals and families seeking comprehensive wealth management solutions. This strategic shift has played a significant role in Captrust's ability to reach the $1 trillion mark in assets under management.
Rush Benton, a key figure in Captrust's growth strategy, recently announced his retirement from the firm. Benton has been instrumental in leading Captrust's M&A-driven growth for over a decade, and his departure marks a new chapter for the firm as they continue to evolve and adapt to the changing financial landscape. Despite Benton's departure, Captrust remains committed to providing top-notch financial advisory services to their clients.
In addition to their financial services, Captrust is also actively involved in giving back to the community through the CAPTRUST Community Foundation (CCF). This employee-run 501(c)(3) organization supports various charitable initiatives and philanthropic efforts, demonstrating Captrust's commitment to making a positive impact beyond the realm of finance.
Pontera, a trusted partner of Captrust, recently celebrated another successful collaboration in assisting advisors with managing clients' held-away assets. This partnership highlights Captrust's dedication to providing innovative solutions and personalized support to their clients, further solidifying their position as a leading wealth management firm in the industry.
Fielding Miller, Wilson Hoyle, and Ben Goldstein, key executives at Captrust, credit their upbringing in various North Carolina towns for shaping their values and guiding their approach to financial advisory services. Their unique backgrounds and shared dedication to client success have been instrumental in Captrust's growth and success over the years.
Overall, Captrust's achievement of reaching $1 trillion in assets under management is a testament to their unwavering commitment to excellence, innovation, and client satisfaction. As they continue to grow and evolve, Captrust remains a trusted partner for individuals, families, and institutions seeking comprehensive wealth management solutions tailored to their unique needs and goals.
