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Private company

Captrust

American investment advisory company

CAPTRUST Financial Advisors (commonly referred to as CAPTRUST) is a U.S.-based independent investment advisory and fiduciary services firm based in Raleigh, North Carolina. CAPTRUST provides investment advisory, fiduciary support, risk-management and wealth-planning services.3 Wikipedia text CC BY-SA 4.0

Last updated Oct 21, 2026.

Overview

  • HeadquartersRaleigh1
  • Websitewww.captrust.com
  • Incorporated inNC5
  • Business address4208 Six Forks Road, Suite 1700, Raleigh, Nc 276095
  • Legal formLimited Liability Company4
  • LEI254900D9JN5AS48QKE024
  • StatusActive4
  • LEI statusIssued and current4
  • Registered addressC/O CORPORATION SERVICE COMPANY, 27608 Raleigh, United States4
  • Registered withCorporations Division (Department of the Secretary of State), 06626084

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CAPTRUST Financial Advisors (commonly referred to as CAPTRUST) is a U.S.-based independent investment advisory and fiduciary services firm based in Raleigh, North Carolina. CAPTRUST provides investment advisory, fiduciary support, risk-management and wealth-planning services.3

Corporate structure

Captrust sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (1 companies). Each entity in the chart links to its source.

The story

CAPTRUST serves about five million plan participants through 3,000 retirement plans. CAPTRUST is one of the largest OCIO providers in the United States, with USD$209 billion in outsourced assets under management.

CAPTRUST Financial Advisors was founded in 1997 with an initial asset base of approximately USD$400 million. As of June 2025, CAPTRUST reported USD$1trillion in total client assets and employed approximately 1,900 people.

From Wikipedia’s article on Captrust, shared under CC BY-SA 4.0.6

Products and brands

At its inception in 1997, the firm introduced the “No-Golf-Ball Rule,” which prohibits advisors from accepting gifts of any kind, “not even a golf ball.” This policy aims to reinforce the firm’s commitment to act as a fiduciary for each client, ensuring no conflicts of interest arise during the advisement process.

CAPTRUST’s “One Brick at a Time” approach reflects the belief that growth is built one client, one colleague and one relationship at a time. “We’re all building something together,” says Michael E. Hudson, principal and head of retirement plan consulting, noting that the firm’s retention rate, which it has been tracking for 25 years, was 98.2% in November 2025.

CAPTRUST also introduced a broad-based equity model in 2002, which gives employees an ownership stake in the firm. “My philosophy has always been the more people we have walking the halls and thinking and acting like owners, the more successful we’re going to be,” says CEO and founding partner Fielding Miller.

From Wikipedia’s article on Captrust, shared under CC BY-SA 4.0.6

Timeline

  1. Apr 16, 2003Founded Captrust is founded4

Filings

24 filings to the SEC since October 2021: 24 other. The latest 20:

  1. Aug 19, 2026N-PX EDGAR
  2. Aug 13, 202613F-HR EDGAR
  3. May 15, 202613F-HR EDGAR
  4. Feb 17, 202613F-HR EDGAR
  5. Nov 19, 202513F-HR EDGAR
  6. Aug 19, 2025N-PX EDGAR
  7. Aug 15, 202513F-HR EDGAR
  8. May 15, 202513F-HR EDGAR
  9. Feb 14, 202513F-HR EDGAR
  10. Nov 14, 202413F-HR EDGAR
  11. Aug 16, 2024N-PX EDGAR
  12. Aug 15, 202413F-HR EDGAR
  13. May 15, 202413F-HR EDGAR
  14. Feb 14, 202413F-HR EDGAR
  15. Nov 15, 202313F-HR EDGAR
  16. Aug 15, 202313F-HR EDGAR
  17. May 15, 202313F-HR EDGAR
  18. Feb 15, 202313F-HR EDGAR
  19. Nov 16, 202213F-HR EDGAR
  20. Aug 23, 202213F-HR/A EDGAR

The 24 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

Captrust has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

SEC filer profile

How Captrust is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARCAPTRUST FINANCIAL ADVISORS2
  • CIK0001512024
  • Employer ID (EIN)26-00581432
  • Incorporated inNorth Carolina2
  • Fiscal year endsDecember 312
  • Business address4208 Six Forks Road, Suite 1700, Raleigh, NC 276092
  • Phone(919) 870-68222
  • On EDGAR sinceFeb 4, 20112
  • Filings72 in all: 13F-HR (63), 13F-HR/A (5), N-PX (3), SCHEDULE 13G (1)2

Sources

The numbers on this page point here. Each one links to the record it came from.

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