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RALEIGH, N.C., July 30, 2024 ~ In a major announcement today, CAPTRUST Financial Advisors (CAPTRUST) revealed that they have reached a significant milestone of surpassing $1 trillion in total client assets as of June 30, 2024. The company, which was founded in Raleigh, North Carolina, has expanded to become a national firm with clients in all 50 states.
According to co-founder, CEO, and chairman of the board Fielding Miller, this achievement is nothing short of surreal. He stated that when the company first launched in 1997 with only 12 colleagues working out of one location in Raleigh, they never could have imagined their current success. Now with a team of 1,600 colleagues and over 90 locations across the United States, CAPTRUST has exceeded their initial ambitions.
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Miller also expressed excitement for the future and the opportunities that lie ahead for CAPTRUST. He noted that the Registered Investment Advisor (RIA) industry is currently experiencing a period of consolidation and believes that CAPTRUST is well-positioned to continue their upward trajectory. This is thanks to the hard work of their colleagues and the support from their vendor partners and investment partners GTCR and Carlyle.
According to co-founder, CEO, and chairman of the board Fielding Miller, this achievement is nothing short of surreal. He stated that when the company first launched in 1997 with only 12 colleagues working out of one location in Raleigh, they never could have imagined their current success. Now with a team of 1,600 colleagues and over 90 locations across the United States, CAPTRUST has exceeded their initial ambitions.
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Miller also expressed excitement for the future and the opportunities that lie ahead for CAPTRUST. He noted that the Registered Investment Advisor (RIA) industry is currently experiencing a period of consolidation and believes that CAPTRUST is well-positioned to continue their upward trajectory. This is thanks to the hard work of their colleagues and the support from their vendor partners and investment partners GTCR and Carlyle.
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