What services does CAPTRUST offer?

CAPTRUST offers a wide range of financial services, including comprehensive wealth planning, investment advisory, and co-fiduciary services for individuals, families, corporations, nonprofits, and other organizations.

Who are CAPTRUST's clients?

CAPTRUST serves a considerable group of clients, including individual investors, executives and business owners, families with complex needs, professional athletes, retirement plan sponsors, corporations, educational institutions, healthcare organizations, nonprofits, government entities, endowment and foundation leaders, healthcare and educational services organizations, community and private foundations, religious organizations, and membership organizations.

What is CAPTRUST's approach to financial services?

CAPTRUST's approach is to provide tailored, comprehensive wealth planning and investment advice to meet the unique needs and goals of each client. They aim to deliver effective total retirement solutions and investment, fiduciary, and risk management services for their clients.

Where is CAPTRUST located?

CAPTRUST has a nationwide team of expert advisors, with locations that can be searched by city, state, or zip code on their website.

What resources does CAPTRUST offer?

In addition to their financial services, CAPTRUST provides various resources for their clients, including articles, podcasts, videos, and webinars on relevant financial topics.

CAPTRUST - Financial Advisor in Allentown, PA - Company Profile & Contacts

Company Overview

Company Name

CAPTRUST

Address

600 Hamilton St #900, Allentown, PA, 18101, United States

Website

captrust.com

Phone

(610) 865-2600

Approx. Annual Revenue

$15.0M

Employees

Established

1999

Google Business Category

Financial consultant

Locations

About CAPTRUST

CAPTRUST is a financial services firm headquartered in Greenwich, Connecticut, United States. The company employs approximately 1,001 people and offers a wide range of financial services, including wealth planning and investment advisory services, for a diverse group of clients, including individuals, families, corporations, and nonprofit organizations.

Business Profile

Read from the CAPTRUST website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 8/10 · Current copyright 2026; Detailed service descriptions and contact forms
Footer copyright year: 2026

Recent changes

What changed on the CAPTRUST website and Google listing, as detected by Coldlytics on each visit.

Oct 22, 2026
Google Business category is now Financial consultant
Oct 16, 2026
Google Business category is now Financial planner
Oct 16, 2026 · Bethlehem, PA
Google Business category is now Financial consultant
Oct 15, 2026 · Albany, GA
Google Business category is now Financial advisor
Oct 15, 2026
Google Business category is now Financial consultant
Oct 15, 2026
Google Business category is now Financial consultant
Oct 15, 2026 · Harrisonburg, VA
Google Business category is now Financial consultant
Oct 14, 2026
Google Business category is now Financial consultant
Oct 13, 2026
Google Business category is now Investment service

Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.

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CAPTRUST locations

77 Google Business Profile listings, showing 30.

Location	Google category	Reviews	Status
600 Hamilton St #900, Allentown, PAprimary	Financial consultant	—	Claimed
2143 NW 1st Ave #102, Miami, FL	—	—	Claimed
1116 S Main St, Greenville, SC	—	—	Claimed
60 W Broad St #300, Bethlehem, PA	Financial planner	—	Claimed
25 N Wenatchee Ave Ste 220B-5, Wenatchee, WA	—	—	Claimed
115 Wild Basin Rd S Ste 225, Austin, TX	—	—	Claimed
100 S Main St #400, Doylestown, PA	Financial consultant	—	Claimed
1640 Corporate Woods Cir, Uniontown, OH	Financial planner	—	Claimed
222 S Main St Ste 220, Akron, OH	Financial planner	—	Claimed
400 N Tampa St #1800, Tampa, FL	—	—	Claimed
1633 Periwinkle Way Ste c, Sanibel, FL	—	—	Claimed
5314 Maryland Way Ste 300, Brentwood, TN	—	—	Claimed
740 University Ave, Sacramento, CA	Financial planner	—	Claimed
6305 Waterford Blvd #120, Oklahoma City, OK	—	—	Claimed
2100 Southbridge Pkwy #500, Birmingham, AL	—	—	Claimed
921 N Chaparral St #112, Corpus Christi, TX	Financial consultant	—	Claimed
1801 NE 123rd St #314-320, North Miami, FL	Financial consultant	—	Claimed
10 S Jefferson St #1210, Roanoke, VA	—	—	Claimed
100 Commercial St #200, Portland, ME	—	—	Claimed
601 Poydras St #1855, New Orleans, LA	Financial planner	—	Claimed
925 Main St Ste 200, Lynchburg, VA	Financial planner	—	Claimed
5005 Lyndon B Johnson Fwy #1313, Dallas, TX	—	—	Claimed
38 Mechanic St Ste 203, Foxborough, MA	Financial consultant	—	Claimed
515 N Westover Blvd # B1, Albany, GA	Financial advisor	—	Claimed
83 Mason St, Greenwich, CT	—	—	—
7904 North Sam Houston Pkwy W #310, Houston, TX	—	—	—
5000 Plaza on the Lake # 170, Austin, TX	—	—	—
2262 Blue Stone Hills Dr #B, Harrisonburg, VA	Financial consultant	—	Claimed
10400 Yellow Cir Dr Unit 303, Hopkins, MN	—	—	Claimed
15 Independence Blvd #410, Warren, NJ	Financial planner	—	Claimed

Financial Advisor Companies near Allentown, PA

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Frequently Asked Questions about CAPTRUST

Advertising Pixels

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Technologies Used

Social Profiles

Key Decision Makers

Dan Doster COO

Fielding Miller Chairman and CEO

Charles Pyke Owner

Jon Meyer Chief Technology Officer

Aaron Adcock Vice President

Voyager DB

Contact Research

People Search

Chrome Extension

Integrations