Founded in 1997, CAPTRUST is an independent registered investment advisor with more than 700 employees at 43 locations nationwide and $390 billion in client assets under advisement. This is the fourth location for CAPTRUST in North Carolina, including the firm’s headquarters in Raleigh, as well as offices in Greensboro and Charlotte. When you join a firm like CAPTRUST, you’ve expanded capabilities considerably across the financial resources that are required to do this work.”įountain’s team of 10 employees, including five advisors, joined CAPTRUST’s wealth management business in February, adding $654 million in assets under management. ![]() Our toolbox is now deeper and our capabilities are enhanced through our partnership with CAPTRUST. Our work is still about helping people make better decisions. “Now we have more time for clients and problem solving. “This merger allows our team of professionals increased resources for technology investment, compliance oversight, and maintaining most of the non-client daily responsibilities,” he added. We just have a larger partner that can help us with access Our team and how we do business remain intact exactly as before the merger. We decided to join forces with a company that shared our values and gave us continuity and clarity for the future of wealth management advice. ![]() “As we looked forward in this industry in terms of how people are going to access advice, it was apparent to me that we wanted to innovate. “We have been in business as an independent fiduciary for 21 years,” said Vinton Fountain, president and founder of Fountain Financial Associates, established in 1998 and now known as CAPTRUST Wilmington. It’s only been a few months since Fountain Financial Associates joined forces with CAPTRUST Financial Advisors, but the merger is already transforming the client experience. The new CAPTRUST Wilmington heightens the client experienceīy JUDY ROYAL » Photos by KELLY STARBUCK PHOTOGRAPHY
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