CapTrust Overview

Business ServicesCompany

Where is CapTrust headquartered?

CapTrust is headquartered in Raleigh, North Carolina.

How many employees does CapTrust have?

CapTrust has 700 employees.

What sector is CapTrust in?

CapTrust is a business services company.

When was CapTrust founded?

CapTrust was founded in 1997.

CapTrust

CapFinancial Partners LLC

4208 Six Forks Rd. Suite 1700,
Raleigh, North Carolina 27609
United States,
(919) 870-6822
www.captrust.com

CapTrust is an independent registered investment advisor. It has clients in all 50 states and provides investment advisory, asset management, and planning services to thousands of affluent private clients and institutional investors such as retirement plan fiduciaries, endowments, foundations, and religious entities. CapTrust was founded in 1997 and is based in Raleigh, North Carolina.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.4/yr) # 4 2 - - - - 6
Sell (0.0/yr) # - - - - - - 0
  6

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