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Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $368 billion in client assets under advisement (as of December 31, 2019). An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals. CAPTRUST’s mission is to enrich the lives of its clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation. Additionally, CAPTRUST employees run the CAPTRUST Community Foundation (CCF), a registered 501(c)(3) charity founded in 2007 with a mission to enrich the lives of children in local communities across the country.

Fielding Miller

CEO

Award Category
Individual RIA Firm Leaders>CEO of the Year
Nominee
Fielding Miller, CEO and Co-Founder, CAPTRUST
In 2016, Fielding set CAPTRUST’s 10-year plan, which includes expanding its wealth management business line to create further cross-selling opportunities with its institutional businesses. Since January 2019, CAPTRUST has brought in seven wealth management firms to help achieve this goal, bolstering CAPTRUST’s presence in existing regions and expanding to reach new geographic opportunities. An additional focus for Fielding has been raising the number of female advisors working at CAPTRUST. In 2018, he helped launch the firm’s Women’s Initiative, and as of year-end 2019, the firm’s advisors were 27 percent women (up from 17 percent at the end of 2018).

Rush Benton

Senior Director of Strategic Growth

Award Category
Individual RIA Firm Leaders>M&A Leader of the Year
Nominee
Rush Benton, Senior Director of Strategic Growth, CAPTRUST
Rush has helped CAPTRUST to be one of the most active acquirers in the RIA space. He is driving the firm’s M&A activity and frequently attends industry events to find the best and brightest advisor teams to join the CAPTRUST team. Rush has contributed to CAPTRUST’s goal of creating cross-selling opportunities between the firm’s wealth management and institutional business lines by finding wealth management teams located in similar geographic regions to existing CAPTRUST institutional offices. These acquisitions have strengthened CAPTRUST’s presence around the country in areas like New England, Texas, Georgia, and CAPTRUST’s home state of North Carolina.
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About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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