Creating Sustainable Scale: How CAPTRUST’s Unique Model Drives Enormous Growth and a $1B+ Valuation

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Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Business


20 years ago, CAPTRUST launched with just $2.5mm in revenue and $400mm AUA. Today the firm reports $400B AUA and a valuation of $1.25B. Rush Benton discusses the firm’s growth methodology in an episode that demonstrates the potential of independence.