CapTrust® Asset Management was founded out of a passion to provide leadership to individuals and institutions seeking a comprehensive wealth management strategy based on the “right” financial solutions. The Rockford, Illinois headquarters were established in 1999.
In 2006, CapTrust® Asset Management joined the team of United Capital Financial advisers (UCFA) to deliver both depth and breadth in the complex and highly regulated financial services environment. The team of professionals and scope of service at CapTrust® has continually grown and expanded since inception. Today, we continue to seek new and distinctive ways in which we can serve and empower our clientele.
