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  • Industry Leader: CAPTRUST

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    When was your company/business founded? 1997

    How many employees do you have in the River Region? 12

    What are your primary products and services? CAPTRUST offers investment advisory services focused on the needs of high-net-worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional clients.

    What sets your company apart? As Welch Hornsby, prior to joining CAPTRUST in March 2020, our priority was to serve our clients as a fiduciary. This means that we put their best interests above our own. We were one of the first in our industry to take this approach and will continue to as a part of CAPTRUST.

    Milestones & Awards: CAPTRUST has been ranked the No. 1 registered investment advisory firm in the United States from 2016-2020, according to FA Magazine.

    One Commerce Street, Suite 800, Montgomery, AL 36104
    334-272-1192
    https://www.captrust.com/locations/montgomery-al/
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