Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
ARPA Webcasts

Featured Jobs

Principal Legal Content Specialist - Benefits

Bloomberg Industry Group
(Telecommute / Arlington VA)

Bloomberg Industry Group logo

401(k) Retirement Plan Administrator

Heritage Pension Advisors, Inc.
(Telecommute / Commack NY)

Heritage Pension Advisors, Inc. logo

401(k) Plan Administrator

Pension Investors Corp
(Telecommute / Hollywood FL)

Pension Investors Corp logo

Implementation Specialist

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA)

Ubiquity Retirement + Savings logo

Client Services Manager

Pinnacle, An NPPG Company
(Delray Beach FL)

Retirement Plan Administrator

My Benefits, LLC
(Telecommute / Daphne AL / Atlantic Beach FL)

My Benefits, LLC logo

Benefits Associate

Littler Mendelson, P.C.
(Philadelphia PA / Los Angeles CA)

Littler Mendelson, P.C. logo

401(k) Retirement Plan Administrator

BDS Consulting Group
(Worcester MA)

Defined Benefit Plan Administrator

Pension Investors Corp of Orlando Inc
(Telecommute / Altamonte Springs FL)

Pension Investors Corp of Orlando Inc logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

By Date   |   By Company Name

View More Press Releases by CAPTRUST Financial Advisors

Press release:

Captrust Acquires Tampa-Based CapTrust Advisors

Issued by: CAPTRUST Financial Advisors

Date: Aug. 23, 2017

RALEIGH, NC, August 22, 2017 -- Captrust, one of the nation's leading independent wealth management and retirement plan advisory firms, today announced that the Tampa, FL-based investment advisor CapTrust Advisors, has joined the Captrust family. The combined organization will now operate in 34 offices nationwide and advise on more than $243 billion in client assets.

CapTrust Advisors brings nearly two decades of investment consulting expertise in the wealth management, institutional retirement, foundation and endowment, and religious services sectors and $19 billion of client assets under advisement. CapTrust opened in Tampa in 1998 and, together with Captrust, was part of a larger CapTrust organization headquartered in Charlotte, NC. After many years partnering through the CapTrust Association, the two companies today have merged under the Captrust brand, resulting in 34 offices nationwide, 138 advisors, and clients in all 50 states. This merger adds two Florida offices for Captrust.

"Since their inception, CapTrust Advisors has created an enviable business built upon long-term relationships with their clients and business partners," said Captrust CEO and co-founder J. Fielding Miller. "Given our relationship with them over the last 19 years, we understand the firm and its culture intimately, and we are excited for them to tap into the resources of the larger organization. This merger reflects the perfect alignment of values and our shared commitment to clients and colleagues."

Headquartered in Raleigh, NC, Captrust offers advisory teams looking for a long-term home and numerous resources that are proven to accelerate growth and add substantial value to both their businesses and their clients' experience. This announcement marks the sixth merger the firm has completed in 2017 and the 26th deal completed over the last decade. Firms that join Captrust realize an average of 18 percent annual revenue growth and a renewed ability to focus on their highest and best use, which is typically serving clients in a fiduciary capacity.

"There are certain characteristics we look for when determining if a firm and its people will be a good fit for us: a synergy of culture and values, a growth-oriented mindset, and a tireless dedication to taking care of clients," said Captrust's Miller. "Needless to say, the CapTrust Advisors team embodies those qualities. We're confident that this merger will be a catalyst for all of us to grow together and further our unified vision."

Rick Shoff, Managing Director, Advisor Group at Captrust concludes, "For well over a decade, we have been actively seeking out those special individuals and entities whose vision and priorities align with ours, and when we find each other, you know it's just right. Given the two firms' shared history, the sentiment is amplified that much more."

About Captrust

Captrust Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $243 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.

For more information, please visit


View More Press Releases by CAPTRUST Financial Advisors

This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2021, Inc.