What does prudent fiduciary oversight look like in today's complex environment? In this webinar replay, Lisa Caito, Abigail Russell, and Tim Byrd AFC®,RICP®,CFP® share practical strategies for strengthening governance, monitoring fees, addressing cybersecurity risks, and engaging participants. The focus: helping plan sponsors build a prudent, well-documented fiduciary process. 🎥 Watch the replay: https://lnkd.in/eJKwieT4
About us
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
- Website
-
https://www.captrust.com
External link for CAPTRUST
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Raleigh, NC
- Type
- Privately Held
- Specialties
- Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management
Locations
Employees at CAPTRUST
Updates
-
We're excited to welcome Emily Vennerstrom to CAPTRUST as Senior Director of Mergers & Acquisitions. With a track record of driving growth, building strong relationships, and leading strategic initiatives, Emily will help strengthen CAPTRUST's M&A efforts as we continue to grow. Welcome, Emily! https://lnkd.in/ghhcaqsv #WelcomeToCAPTRUST
-
-
A big thank you to our 2026 summer interns! Over the past few months, they brought curiosity, enthusiasm, and fresh perspectives to our teams. From contributing to meaningful projects to giving back through volunteer service in our community, they embraced every opportunity to learn, grow, and make an impact.
-
-
How much risk should you take with your investments? The answer isn’t one size-fits-all. A thoughtful risk profile balances your financial goals, your ability to absorb losses, and your comfort with uncertainty. Explore how advisors help investors navigate risk and stay focused on long-term objectives: https://lnkd.in/g_ANdH7g
-
-
When choosing where to retire, what’s your top priority? Retirement expert, Kathleen Peddicord, suggests starting with your priorities—not a destination. Factors like cost of living, weather, healthcare, walkability, and pace of life can help narrow the options. Read more: https://lnkd.in/ezTjhJXJ
-
“A generation ago, retirees often relocated to lower-cost U.S. cities... Places like Mexico, Panama, Costa Rica, Colombia, Portugal, and Thailand now appear regularly in retirement conversations, not as fringe ideas but as plausible options.” - John D. C. For those considering retiring abroad, affordability is often just the beginning. Lifestyle, healthcare, taxes, residency requirements, and long-term financial planning all play an important role in the decision. Explore the realities of retiring abroad: https://lnkd.in/ezTjhJXJ
-
-
From selling his suits to chase a new path to building and exiting companies, Bill Kerig’s journey is defined by curiosity and the courage to try. His Second Act isn’t about slowing down it’s about continuing to explore what’s possible. Read the full story: https://lnkd.in/e3gs2iBr
-
-
Everybody is talking about AI. But are investors overlooking what comes next? "The next significant market risk is almost always the thing nobody is paying attention to," says CAPTRUST CIO Michael J. Vogelzang, CFA. 📈 Watch CAPTRUST’s July Market Update: https://lnkd.in/eed5-__M
-
🏆 We’re honored to be recognized as the nation’s #1 Registered Investment Advisor (RIA) for the 11th consecutive year by Financial Advisor Magazine. This milestone reflects the strength of our team and our unwavering focus on helping clients achieve their financial goals. Thank you to everyone who makes this possible. Read the full announcement: https://lnkd.in/eVDj_2jF Disclosure: CAPTRUST teams named on the “Financial Advisor magazine’s 2026 RIA Ranking” were based on CAPTRUST’s total assets under advisement as of December 31, 2025. CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but did purchase the rights to use the award logo.
-
Women’s Retirement Security Day brings attention to the importance of retirement readiness for women. At CAPTRUST, we believe small steps today can support long-term financial confidence. Learn more on the American Retirement Association’s website: https://lnkd.in/emxeRq8P #WomensRetirementSecurityDay #RetirementSecurity #RetirementPlanning