Independent advisory CapTrust Advisors is a small to mid-sized, independently owned investment advisory firm (11-50 employees) with a focus on institutional investment consulting for public and private retirement plans, institutional investors, and private clients, indicating potential cross-sell opportunities to retirement plan sponsors and private client services.

Regional focus Headquartered in Tampa with additional offices in Hollywood and Bonita Springs, Florida, suggesting a strong Florida market presence and opportunities to expand within state public and private sector retirement programs and regional institutional clients.

Revenue range Reported revenue in the range of one to ten million dollars signals a growing firm with potential for scaling advisory services, portfolio analytics, and outsourced CIO offerings to mid-market retirement plans and smaller institutions.

Portfolio activity Recent news shows minority investments in specific companies (AMETEK and WESCO International) with minimal disclosed holdings, indicating a potential openness to strategic partnerships or outsourced investment research collaborations rather than large cap allocations.

Tech footprint Technology stack includes DreamWeaver, jQuery, and Google Analytics, suggesting opportunities to augment client experience, enhance digital marketing, and deploy modern portfolio analytics or client portal enhancements to attract larger institutional clients.