From selling his suits to chase a new path to building and exiting companies, Bill Kerig’s journey is defined by curiosity and the courage to try. His Second Act isn’t about slowing down it’s about continuing to explore what’s possible. Read the full story: https://lnkd.in/e3gs2iBr
About us
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
- Website
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https://www.captrust.com
External link for CAPTRUST
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Raleigh, NC
- Type
- Privately Held
- Specialties
- Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management
Locations
Employees at CAPTRUST
Updates
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Everybody is talking about AI. But are investors overlooking what comes next? "The next significant market risk is almost always the thing nobody is paying attention to," says CAPTRUST CIO Michael J. Vogelzang, CFA. 📈 Watch CAPTRUST’s July Market Update: https://lnkd.in/eed5-__M
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🏆 We’re honored to be recognized as the nation’s #1 Registered Investment Advisor (RIA) for the 11th consecutive year by Financial Advisor Magazine. This milestone reflects the strength of our team and our unwavering focus on helping clients achieve their financial goals. Thank you to everyone who makes this possible. Read the full announcement: https://lnkd.in/eVDj_2jF Disclosure: CAPTRUST teams named on the “Financial Advisor magazine’s 2026 RIA Ranking” were based on CAPTRUST’s total assets under advisement as of December 31, 2025. CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but did purchase the rights to use the award logo.
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Women’s Retirement Security Day brings attention to the importance of retirement readiness for women. At CAPTRUST, we believe small steps today can support long-term financial confidence. Learn more on the American Retirement Association’s website: https://lnkd.in/emxeRq8P #WomensRetirementSecurityDay #RetirementSecurity #RetirementPlanning
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“In my experience, having a plan and rigidly sticking to it generally doesn’t work. Having a clear goal with a loosely conceived plan has always worked better.” - Bill Kerig From pro skier to filmmaker to entrepreneur, Bill’s story is a powerful reminder that reinvention never stops. Discover how embracing change can lead to your most meaningful chapter yet: https://lnkd.in/e3gs2iBr
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We're proud to announce the Military Child Education Coalition® | MCEC® as the CAPTRUST Community Foundation's 2026 Charity of Choice and recipient of a $100,000 grant. MCEC empowers military-connected children, along with their families and educators, with the resources and support they need to navigate the unique challenges of military life. CCF also awarded National Partnership Grants to five nonprofits for 2026: BetterALife, Camp Twin Lakes, Children's Assistive Technology Service, GirlUp GVL, and Lucky Orphans Horse Rescue, Inc. https://lnkd.in/eVcauwnD
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Are oil prices coming down? Will AI reshape productivity? Are geopolitical risks likely to impact markets? The CAPTRUST Investment Group shares why diversified, resilient portfolios can help investors prepare for a range of outcomes. Learn more: https://lnkd.in/gBsn6dic #Investing #PortfolioConstruction #Diversification #CAPTRUST #MarketInsights
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Nonprofit leaders: make your voice count by taking the 2026 CAPTRUST Endowment & Foundation Survey. Already started? You can pick up right where you left off: https://lnkd.in/e3zfhPwK
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Today our Raleigh office wore red in support of the Carolina Hurricanes playing Game 5 tonight in the Stanley Cup Final. Go Canes!
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Final opportunity to participate in the 2026 CAPTRUST Endowment & Foundation Survey. If you would like your organization’s perspective to be reflected in the results, now is the time. The survey is quick, flexible, and can be completed in multiple sessions. 👉 Complete the survey: https://lnkd.in/emYiVi_w
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