Seek and Find!
We’re here to provide advice and answer your questions. CAPTRUST has been helping people successfully plan for retirement and optimize their employer-sponsored retirement plan benefits for more than twenty years. Our team of experienced financial advisors can discuss how much you need to save for your retirement, how to invest your money, and how to access your...
Please complete the form below. Someone from our team will respond as soon as possible.
Get the answers you need when you need them. Our number one mission is to connect our valued participants, with timely, relevant, and actionable content to help you make smarter financial decisions and ultimately retire with confidence. We make the complex simple, so we’ve segmented our content by need and life stage. Start by clicking...
IMPORTANT NOTICE In connection with the effects of COVID-19, the SEC, pursuant to SEC Release 5463, has provided for relief for certain filing deadlines. Accordingly, CapFinancial Partners, LLC (CAPTRUST) has requested an extension to 4/10/2020 with respect to the filing of our annual updating amendment to the Form ADV. Clients can expect to receive our annual...
Effective Date: May 20, 2026Last Updated: May 20, 2026 CapFinancial Partners, LLC and its affiliates, including but not limited to CapFinancial Securities, LLC, Member SIPC (collectively referred to herein as “CAPTRUST”), are committed to protecting your personal information. Who This Policy Applies ToThis Privacy Policy describes the personal information we collect, how we use the...
Our latest article gives you the facts on target date funds—why have they become so popular and what the advantages and disadvantages of this type of investment vehicle are. To find out what our expert is saying about what characterizes a target date fund and how they can help you, read on.
Listen to our recent webinar for an update on the market volatility resulting from the coronavirus and its related impact. CAPTRUST subject matter experts Scott Matheson and Wes Collins share their views on the markets, investing during challenging times, and the ways we can assist you with the questions and concerns you may have about your personal situation.