CAPTRUST Financial Advisors (CAPTRUST) has exceeded $1 trillion of total client assets as of June 30, 2024.
“This milestone is a surreal achievement. When we launched in 1997, we had 12 colleagues working out of a single location in Raleigh [N.C]. Since then, we have grown to 1,600 colleagues with over 90 locations across the U.S. While we had lofty ambitions, we could have never imagined our current standing,” said Fielding Miller, co-founder, CEO, and chairman of the board.
“As we look forward, our opportunities are accelerating,” Miller said. “The RIA industry is in a great period of consolidation, and we are well positioned to continue our trajectory in the years to come, due to the tremendous work of our colleagues and the support of our vendor partners and our investment partners, GTCR