Captrust Reaches $1T in Client Assets

Category: Finance

Captrust Financial Advisors has surpassed $1 trillion in total client assets, marking a significant milestone for the independent RIA channel. The firm, which started in 1997 with 12 employees, now has 1,600 staff and operates in all 50 states. Captrust's growth is attributed to an aggressive acquisition strategy and a strong business model that appeals to clients, particularly in wealth management and institutional services.

Keywords: Captrust Financial Advisors, RIA, investment management

Source: WealthManagement.com

Update At: 7/31/2024

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