Category: Finance
CAPTRUST Financial Advisors has surpassed $1 trillion in total client assets as of June 30, 2024, marking a significant milestone since its founding in 1997. The firm has expanded from 12 employees in Raleigh to 1,600 across over 90 locations nationwide, positioning itself well for future growth amid industry consolidation.
Keywords: CAPTRUST, financial advisors, investment management
Update At: 7/31/2024