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CAPTRUST delivers comprehensive investment, fiduciary, and risk management services to institutions and individuals. The firm develops tailored financial strategies, offering specialized expertise in institutional consulting and wealth management. Their integrated approach provides personalized guidance and robust analytical tools to navigate complex financial landscapes.
Founded in 1997 by Fielding Miller and 12 former Interstate/Johnson Lane colleagues, CAPTRUST was established based on the need for independent financial advisory services. Miller, as CEO, guided the firm’s expansion, focusing on specialized institutional and individual client requirements from its earliest days.
The company serves a diverse clientele, including nonprofit organizations, healthcare and educational institutions, government entities, endowment and foundation leaders, and high-net-worth individuals. CAPTRUST's mission is to enrich clients' lives through sound financial advice, integrity, and exceptional service. The firm's vision is to become the most valued and impactful company in the independent financial advisory industry.
Key people at CAPTRUST.
CAPTRUST was founded in 1997 by Fielding Miller (Chief Executive Officer & Co-Founder, Chairman).
Key people at CAPTRUST.
CAPTRUST has 1 tracked investment across 1 company. The latest tracked deal is $30.0M Series B in Zoe Financial in April 2025.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Apr 1, 2025 | Zoe Financial | $30.0M Series B | Sageview Capital | Addition, Demetrios Christofidis JR, Creative Planning, Falcon Wealth Planning, Mariner Wealth Advisors, Perigon Wealth Management |
CAPTRUST was founded in 1997 by Fielding Miller (Chief Executive Officer & Co-Founder, Chairman).
