CAPTRUST
Why pick this one
CAPTRUST provides wealth planning and portfolio management in Wilmington for individuals, business owners, families, and professional athletes.
Best for
- individual investors seeking financial planning and investment management
- business owners needing succession or exit planning
- families with complex wealth, governance, or philanthropic needs
- professional athletes needing coordinated financial planning
- retirement plan sponsors seeking 3(21), 3(38), or OCIO services
- endowments and foundations needing investment management and committee education
Look elsewhere if
- customers seeking banking, lending, insurance-only, or non-financial services
Specialties
- wealth planning
- portfolio construction and management
- retirement planning
- business succession planning
- exit planning
- family governance planning
- family philanthropic planning
- estate and legacy planning
- professional athlete financial planning
- concierge family office services
What makes them different
- 98% client retention average since 2007
- Majority employee-owned company
- Nationwide local presence across the United States
- 35+ former CEOs working together
- Ranked the largest registered investment advisor in the United States for 11 consecutive years from 2016 through 2026
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 5535 Currituck Dr Unit 110, Wilmington, NC 28403
- Phone
- 9108396584
- Website
- https://www.captrust.com/locations/north-caroli...
Services
- financial planning
- investment advice
- portfolio management
- risk management
- insurance planning
- tax consulting and compliance
- charitable gift planning
- education planning
- account aggregation
- corporate benefits planning
- retirement plan fiduciary services
- endowment and foundation investment management