CapTrust Association

What Makes Each Firm Unique

Each firm is a separate and distinct business. These companies use the same names and are licensed to do so under the CapTrust Association bylaws.

This website allows consumers to gain an understanding of each individual entity. A brief explanation of how the association came about can be found the to the right. Please note, that doing business with one firm does not create a business relationship with the others and there is strictly no sharing of client information.

The Association’s Firms

CapTrust
CAPTRUST Financial Advisors
4208 Six Forks Road, Suite 1700
Raleigh, NC 27609
800.216.0645 toll free
919.870.8891 fax
www.captrustadvisors.com
Info@captrustadvisors.com

Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country. At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice focused solely on investment performance will fall woefully short in helping clients navigate the road ahead with confidence.

CapTrust
102 W. Whiting St., Suite 400
Tampa, FL 33602
888.697.5908 toll free
813.218.5000 phone
813.221.0294 fax
www.captrustadv.com
Info@captrustadv.com

CapTrust Financial Advisors is a privately-held, employee owned, independent investment consulting practice headquartered in Tampa, Florida. CapTrust provides investment consulting services to Institutional Investors, Corporate Retirement Plans, and Family Offices. Our staff consists of 46 employees, each actively supporting and working with clients. Roger E. Robson, Stephen H. Schott, and Eric W. Bailey are the principals of CapTrust Advisors, LLC in Tampa. In 2016, CapTrust will celebrate its 18th year. Client relationships date back more than 30 years.

CapTrust Financial Advisors
330 Kennett Pike, Suite 209
Chadds Ford, PA 19317
888.216.9765 toll free
610.388.6246 phone
484.775.1385 fax
www.captrustfa.com
Info@captrustfa.com

CapTrust Financial Advisors is an independent investment advisor and asset management firm committed to objectivity as the focal point of its client relationships. We have the freedom to make independent decisions to assist clients in simplifying the process of making intelligent investment choices. Whether you are a high net worth individual or a fiduciary for an organization, we offer investment counsel based on your unique needs.

CapTrust Financial Advisors
2803 S. State Street
Ann Arbor, MI 48104
866.669.4300 toll free
734.669.4200 fax
www.captrustaa.com
Info@captrustaa.com

CapTrust is an independent, employee-owned investment advisory practice comprised of individual, corporate, foundation and endowment clients. Our open architecture platform stresses objectivity as the cornerstone of our purpose in providing ongoing value-added results and service to meet our clients unique goals and objectives. Our Directors average over 25 years of professional experience and this has allowed us to quickly develop a reputation for creativity and flexibility as we strive to become the firm of choice in the investment management profession.

CapTrust
85 E. 8th Street, Suite 160
Holland, Michigan 49423
800.566.5012 toll free
616.392.5332 phone
616.392.5565 fax
www.captrustadv.com
Info@captrustadv.com

CapTrust is a privately held, independent Investment Consulting practice headquartered in Holland, Michigan. The team is comprised of professionals who serve clients with excellence through relationships built on the foundation of trust. We strive to take the complex and emotional nature of investing for the long-term and simplify the process so that discipline and good sense rule the day. We believe investment success is best measured on a calendar, not a stopwatch and that our clients deserve access to the best investment managers in the world.

CapTrust Financial Advisors
1225 Quail Drive
Sarasota, FL 34231
941.927.6177 toll free
610.388.6246 phone
www.captrustsarasota.com
Info@captrustsarasota.com

Located in beautiful Sarasota, Florida, CapTrust Financial Advisors is an independent investment advisor and asset management firm committed to objectivity as the focal point of its client relationships. We have the freedom to make independent decisions to assist clients in simplifying the process of making intelligent investment choices. Whether you are a high net worth individual or a fiduciary for an organization, we offer investment counsel based on your unique needs.