Captrust of Raleigh

Captrust of Raleigh is a financial planner in Raleigh, NC. The firm provides wealth management and investment advisory services to high-net-worth individuals, corporate retirement plan sponsors, and endowments and foundations. Specific offerings for nonprofit clients include committee education, donor development, outsourced chief investment officer services, performance reporting, and investment management. For individuals and families, the team offers wealth planning, portfolio management, family governance, and philanthropic strategies. For employer organizations, services include 3(21) and 3(38) support, fiduciary partnerships, plan design optimization, and financial wellness programs. The office is rated 4.20 based on available reviews.

The Raleigh office serves as the origin point for all Captrust locations, having been founded in 1997. Since then, the firm has expanded its operations nationwide while maintaining its North Carolina roots. The local team includes a range of subject matter experts, with advisors holding titles such as Principal, Senior Vice President, and Vice President. Leadership includes roles focused on wealth management consulting, compliance, and the head of endowments and foundations for the Southeast region. The firm’s stated mission is to enrich the lives of clients, colleagues, and communities through sound financial advice and integrity. Core values guiding their interactions include accountability, respect, collaboration, and a focus on community responsibility.

The office is located at 4208 Six Forks Rd #1700, situated directly on Six Forks Road. It is positioned in the North Hills neighborhood, just a short distance from The Commons park and the North Hills Public Safety station. The office is also near the Ramblewood neighborhood and a local sports center. Business hours are Monday through Thursday from 8:30 am to 5:30 pm, and Friday from 8:30 am to 4:00 pm.

Captrust of Raleigh brings over two decades of experience to the local market, having grown from this single office into a national provider of investment advice. The firm combines in-house capabilities with a dedicated team of financial advisors to serve the specific needs of its three primary client groups. As a long-established presence in Raleigh, the office offers a stable and experienced point of contact for financial planning in the area.

Services:

• Co-fiduciary services for retirement plans
• Comprehensive wealth planning
• Comprehensive wealth planning and investment advice
• Fiduciary and risk management services for nonprofits
• Investment advisory services
• OCIO services
• Performance reporting
• Wealth management services