Captrust

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Captrust — overview

About

Captrust is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include financial planning, retirement planning, college planning, legacy planning, investment management, portfolio management, and wealth management. The services are offered to individuals, high-net-worth individuals, families, charitable organizations, foundations, religious organizations, endowments, retirement plans, state or municipal government entities, insurance companies, corporations, and other businesses. In Q4, 2024, Captrust acquired Campbell Wealth Management. In Q4 2025, Captrust acquired Cobblestone Capital Advisors, a Rochester, New York-based wealth manager. In Q1 2026, Captrust acquired Meritage Portfolio Management, a Kansas-based wealth manager. In Q2 2026, Captrust acquired Stillwater Capital Advisors, a Devon, Pennsylvania-based wealth manager and registered investment advisor.

Captrust - known decision makers (138)

Position	Location	Asset Class
Analyst , Portfolio Management	Raleigh, US	PERE
Associate & Financial Planning	Sacramento, US	PERE
Consultant \| Relationship Management	St. Paul, US	PERE
Principal and Financial Advisor	Alexandria, US	PERE
Vice President & Financial Advisor	Newton, US	PERE

Showing 5 of 138 known decision makers Captrust

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