CAPTRUST

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15 N Randolph St Ste C
Lexington, VA 24450

CAPTRUST is a nationwide financial advisory firm providing comprehensive wealth planning and investment advice tailored to the unique needs of individuals, families, and organizations, including nonprofit entities and retirement plan sponsors. With over 30 years of experience and a focus on fiduciary responsibilities, CAPTRUST aims to deliver effective retirement solutions and investment management services that align with the goals of its diverse clientele.

As a majority employee-owned company, CAPTRUST takes pride in its deep expertise and commitment to offering unbiased advice, ensuring that clients receive personalized strategies to maximize their financial resources. Their extensive experience with endowments and foundations enables them to understand and address various challenges, helping organizations achieve their missions while optimizing donor contributions.

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