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Captrust

Investment Banking

Founded: 1997
Headquarters: 4208 Six Forks Rd Ste 1700, Raleigh, North Carolina, 27609, United States
Overview
Location
North Carolina, United States
Headquarter
4208 Six Forks Rd Ste 1700, Raleigh, North Carolina, 27609, United States
Contact Number
(919) 870-6822
No of Employees
1,170 Employees
Industry
Investment Banking
Contact Email
Not Available
Company Type
Private Company
Website
www.captrust.com
Founded
1997
CEO
Not Available
Codes
SIC Code 67,679 | NAICS Code 52,523
Annual Revenue
$670.2 Million
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Social Handles

Company Overview

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.

Employees by Level

C-Level

15

VP-Level

218

Director

82

Manager

590

Non-Manager

777

Top Contacts

1486

Top C-suite Members of Company

Connect with key decision-makers at Captrust. View contact details of C-suite executives and leadership team.

NameTitleContact
Robert MillerChief Financial Officerr****r@captrust.com
Krumm ReinaChief Financial Officerk****a@captrust.com
Sylvia RhineChief Financial Officers****e@captrust.com
Ben GoldsteinPresidentb****n@captrust.com
Clark ChristopherPresidentc****r@captrust.com
Michael VogelzangChief Investment Officer & Managing Directorm****g@captrust.com
Scott DeMaagdAdvisor. Chief Investment Officers****d@captrust.com
John MatejkaVice President, Financial & Advisorj****a@captrust.com
Peggy WhitmoreVice President - Financial Advisorp****e@captrust.com
Scott DemaagdAdvisor. Chief Investment Officers****d@captrust.com
Ann LeddyChief Compliance Officera****y@captrust.com
Kathryn McCallVice President, Financial Advisork****l@captrust.com
Robert MillerChief Financial Officerr****r@captrust.com

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Holly Hodges
Hr
******0645h.......s@captrustadvisors.com
Mark Chando
Financial Advisor
*******2758m.......3@hotmail.com
Vicki Love
Senior Client Management Consultant
******8916v.......e@stmmltd.com
Mike Gray
Principal
******4945m.......y@captrustadvisors.com
Jay Lieberman
Senior Associate And Participant Advisory Services
******3859j.......n@captrustadvisors.com
Chip Mang
Principal
******1182c.......p@lakesidewmg.com
Ernest Liebre
Senior Vice President And Financial Advisor
******0033l.......0@gmail.com
Michael Pratico
Financial Advisor
******8568m.......o@captrustadvisors.com
John Martin
Financial Advisor
******6739j.......n@captrustadvisors.com
Troy Anderson
Vice President, Financial Advisor
*******3851t.......n@captrustadvisors.com
Scott Wertheim
Vp
******2588s.......m@captrustadvisors.com
Cheryl Walters
Client Management Consultant
*******0671c.......s@aspireonline.com
Phyllis Klein
Senior Director, Consulting Research Group
*******5000p.......n@captrustadvisors.com
Kipp Small
Vice President Financial Advisor
******1773f.......l@yahoo.com
Danny Summerlin
Investment Advisor
*******8771d.......n@captrustadvisors.com
Keith Faulkner
Principal | Financial Advisor
*******4237k.......r@bostonadvisors.com
Phillip Epting
Financial Planner
******6760p.......g@tdameritrade.com
Claude Molosiu
Vice President | Financial Advisor
******2365c.......u@gmail.com
Stephanie Brown
Vice President Financial Advisor
******3975s.......n@usi.com
Larry Manning
Principal | Financial Advisor
******3100g.......y@yahoo.com
Adam Eisenhauer
Specialist- Trading
*******8800a.......r@invpro.com
James Needell
Hr
******6239n.......1@verizon.net
Roger Noonan
Advisor Support Group
******1738t.......s@hotmail.com
Elyse Earwicker
Senior Associate
******3101e.......e@natinaproducts.com
Fred Sloan
Senior Vice President | Financial Advisor
******0439f.......s@fcequities.com
Cynthia Rico
Client Management Consultant
******6327c.......o@wellsfargo.com
Evelina Glynn
Client Management Consultant, Office Manager
*******4237e.......n@bostonadvisors.com
Kathy Del Corso-chase
Senior Director, Human Resources At Captrust
******6822k.......e@captrustadvisors.com
Alysia Tacinelli
Freelance Writer
******7682a.......i@captrustadvisors.com
Errol Hau
Institutional Financial Advisor
*******2444e.......u@msn.com
Adam Cohen
Centralized Trading Business Operations Group
*******7319a.......n@captrustadvisors.com
Mario Giganti
Senior Vice President | Financial Advisor
*******6250m.......i@ccadvisors.com
Peter Ruffel
Team Leader
******0943p.......l@captrustadvisors.com
Laurie Vamos
Team Leader, Participant Call Center
******8100l.......s@captrustadvisors.com
Land Hite
Financial Advisor
******1221l.......e@captrustadvisors.com
David Mize
Vice President
*******2970d.......e@stmmltd.com
Belinda Boone
Senior Associate
******9887b.......e@yahoo.com
Ben Napier
Senior Manager, Investment Research, Consulting Research Group
******8916b.......r@cutlassinvestment.com
Walter Abele
Certified Financial Planner  Practitioner
******5206w.......e@pfgc.com
Brent Hartman
Investment Strategist
******8119b.......n@captrustadvisors.com
Christopher Stauffer
Specialist, Institutional Solutions
*******3349c.......r@yahoo.com
Bruce Johnson
Owner
******5858j.......e@ameritech.net
Holly Moore
Principal And Financial Advisor
******8916h.......e@stmmltd.com
Philly Jones
Senior Vice President | Financial Advisor
*******1270p.......s@fiduciaryvest.com
Amy Molewski
Associate | Business Administration
*******0237a.......y@nycguitarschool.com
Scott Matheson
Managing Director, Defined Contribution Practice Leader
******3942s.......n@captrustadvisors.com
Tia Chambers
Client Management Consultant
******4413t.......b@nbofi.com
Lori Frascati
Client Services
*******6435l.......i@centurylink.net
Christina Culver
Client Management Consultant
*******4684c.......r@verizon.net
Cp Timothy Rice
Principal
******1182k.......n@lakesidewmg.com
Mike Molewski
Principal | Financial Advisor
******2600m.......i@molewskifinancial.com
David Hansen
Senior Vice President, Financial Advisor
******6042d.......n@captrustadvisors.com
John Davenport
Financial Advisor
******5547j.......t@barcap.com
James Stenstrom
Senior Manager | Investment Research
******6822j.......m@captrustadvisors.com
Arpc® Evan Melcher
Vice President | Financial Advisor
*******1903e.......r@fiduciaryvest.com
Benjamin Sroka
Client Management Consultant
*******2192b.......a@fidelity.com
Lynn Ames
Financial Advisor
*******3300l.......n@knoxcap.com
Dalia Hussein
Project Manager
*******9500d.......n@honeywell.com
Jannine Humphrey
Associate, Performance Reporting
*******8811j.......4@gmail.com
Francetta Slacum
Senior Financial Advisor Relationship Manager
*******5200f.......m@tiaa.org
Ronald Hinton
Network Administrator
*******7915r.......8@email.campbell.edu
Kevin Monroe
Financial Advisor
*******5576k.......e@captrustadvisors.com
Jon Meyer
Chief Technology Officer And Senior Director At Captrust
*******8899j.......r@captrustadvisors.com
Chad Griffeth
Vice President | Financial Advisor
******5396c.......h@bemanaged.com
Erica Blomgren
Vice President, Financial Advisor
******9520e.......n@gmail.com
Stephanie Zegar
Client Management
******9149s.......4@yahoo.com
Joshua Isley
Senior Associate | Defined Contribution | Client Solutions Group
******3242j.......y@captrustadvisors.com
David Stix
Senior Vice President And Financial Advisor
******8880d.......x@stmmltd.com
Rosanne Costello
Senior Vice President And Financial Advisor
******1527j.......1@aol.com
Vinton Fountain
Principal And Financial Advisor
******5557f.......i@bellsouth.net
Christopher Riley
Senior Vice President And Financial Advisor
******4111o.......l@gmail.com
Kyle Tucker
Assistant Vice President, Financial Advisor
******6822k.......r@captrustadvisors.com
David Wahlen
Senior Associate, Recruiting And Acquisitions, Advisor Group
******9926d.......n@gmail.com
Christina Markell-balleza
Senior Director, Legal
******5535c.......a@stmmltd.com
Andrew Shimp
Senior Vice President | Financial Advisor
******4032a.......p@captrustadvisors.com
Kelly Mills
Chief Financial Officer
*******4961k.......7@yahoo.com
Teri Grubb
Senior Director | Leadership
******8916t.......b@stmmltd.com
Vivian Houchens
Senior Associate | Implementation Services | Consulting Research Group
******0348v.......s@captrustadvisors.com
Wes Schantz
Principal | Financial Advisor
******2600w.......z@molewskifinancial.com
Mary Daugherty
Operations
******7979m.......y@wfgweb.com
Teri Halasz
Client Mangement Consultant
******0600s.......h@aol.com
Jim Edwards
Principal | Financial Advisor
******2600j.......s@molewskifinancial.com
Judy Jobe
Administrative Associate
******7257j.......e@sprint.com
Greg Rohrbach
Compliance
*******7772g.......h@nmfn.com
Pete Dinardo
Financial Advisor Relationship Manager
******5130d.......e@gmail.com
Wes Schantz
Financial Advisor
******2600w.......z@captrustadvisors.com
Todd Jones
Principal And Financial Advisor
*******6822t.......s@captrustadvisors.com
Rick Shoff
Managing Director Advisor Support Group
******8811r.......f@captrustadvisors.com
Gary Burleson
Client Management
******7406g.......n@captrustadvisors.com
Jeannie Brown
Client Management Consultant
******7998j.......n@tampabay.rr.com
Cathy Ritter
Principal, Financial Advisor
******8916c.......r@stmmltd.com
Abigail Russell
Vice President | Financial Advisor
******6822t.......s@nc.rr.com
Jack Kenney
Retirement Counselor
******1153j.......e@hotmail.com
Bruce Graham
Vice President, Financial Advisor At Captrust
*******3195b.......m@shieldsassoc.com
Stan Kimball
Principal, Financial Advisor At Captrust
******8000s.......n@knoxcapitalgroup.com
Kathleen Hopkins
Communications Manager
*******6716k.......s@ficommpartners.com
Corey Mansfield
Client Management Specialist
******0555c.......d@wealthqb.com
James Needell
Hr
******0645j.......l@captrustadvisors.com
Kim Huppertz
Relationship Qka
******7845k.......z@captrustadvisors.com
Jennifer Cunningham
Senior Manager, Integrations
******1123j.......m@wellsfargoadvisors.com

Email Formats

Discover the email patterns used at Captrust to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

Technology

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Captrust

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by Captrust

DocuSign
DocuSign

DocuSign technology used by Captrust

WordPress.org
WordPress.org

WordPress.org technology used by Captrust

Frequently Asked Questions

What is the address of Captrust's headquarters?

Captrust is headquartered at 4208 Six Forks Rd Ste 1700, Raleigh, North Carolina, 27609, United States.

How can I contact Captrust by phone?

You can reach Captrust by calling their customer support number at (919) 870-6822.

What is the official website for Captrust?

You can visit Captrust's official website at www.captrust.com.

How much revenue does Captrust generate?

Captrust reports an annual revenue of approximately $670.2 Million.

What is the SIC code for Captrust?

The Standard Industrial Classification (SIC) code for Captrust is 67,679.

What is the NAICS code for Captrust?

Captrust falls under the NAICS code 52,523.

How many people work at Captrust?

Captrust has a workforce of about 1,170 employees.

Which industry is Captrust part of?

Captrust operates in the Investment Banking, Finance industry.

Which technologies are used by Captrust?

Captrust utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, DocuSign, WordPress.org.

Who is the Chief Executive Officer (CEO) of Captrust?

The CEO of Captrust is .

How can I get in touch with Captrust?

To contact Captrust, call (919) 870-6822 or visit their website at www.captrust.com

Is Captrust a publicly traded company?

No, Captrust is a private company.

How much total funding has Captrust secured so far?

To date, Captrust has raised - across 1 funding round(s).

Who are the main competitors of Captrust?

Key competitors of Captrust include Cambridge Associates, Brown Advisory, Newport, Wealth Enhancement Group

Which companies has Captrust acquired?

Acquisitions by Captrust include Atlantic Capital Management, Plan Advisory Services, Morton Wealth Management, MFP Strategies .

Who holds the CFO position at Captrust?

Robert Miller serves as the Chief Financial Officer (CFO) at Captrust.

Where can I find Captrust on social media?

You can follow Captrust on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

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