Captrust Financial Advisors
Overview
Captrust Financial Advisors is a U.S.-based independent investment advisory and fiduciary services firm headquartered in Raleigh, North Carolina. Established in 1997, Captrust offers a comprehensive suite of services, including investment advisory, fiduciary support, risk management, and wealth planning. The firm serves a diverse clientele, encompassing individuals, retirement plan sponsors, endowments, foundations, and institutional investors. Captrust's investment approach is characterized by a commitment to fiduciary responsibility, ensuring that client interests are prioritized. The firm employs a disciplined investment process, focusing on long-term value creation across various asset classes and stages of investment. This strategy is underpinned by a team of experienced professionals dedicated to delivering tailored solutions that align with each client's unique financial objectives.
Investment Focus
- Accredited investors only
- Investment horizon of 5+ years
- Diversified portfolio allocation
- Compliance with regulatory standards
- Due diligence process completion
- Alignment with Captrust's investment philosophy
- Acceptance of management fees
- Adherence to investment guidelines
Reach Captrust Financial Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Captrust Financial Advisors
What sectors does Captrust Financial Advisors invest in?
Captrust Financial Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Chadds Ford, United States. Captrust Financial Advisors is listed as a institutional investor in the ConnectSafely investor database.
What stage does Captrust Financial Advisors invest at?
Captrust Financial Advisors backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Captrust Financial Advisors invest in?
Captrust Financial Advisors invests across United States.
Who are the partners at Captrust Financial Advisors?
Team members listed for Captrust Financial Advisors include Ty Estlick (Principal Financial Advisor).
How do I contact Captrust Financial Advisors?
Captrust Financial Advisors's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
