CAPTRUST HAPPENINGS

GIVING BACK

Our CAPTRUST Sacramento office volunteering at the Sacramento Food Bank

CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide

In August, the CAPTRUST Community Foundation announced the nonprofit’s third annual Giving Day. Each CAPTRUST office had the opportunity to allocate $10,000 to nonprofits in its community, resulting in 69 organizations receiving a total of $610,000. The following charities received donations this year:

• 4-H • Archbishop Molloy High School • Assistance League of Sacramento • Assistance League of Ventura County • Best Seat in the House • Bottom Line • Boys & Girls Club of Santa Clarita Valley • Boys & Girls Clubs of Greater Sacramento • Boys & Girls Clubs of Metro Atlanta • Bradley Free Clinic • Breakthrough Houston • Catie’s Closet • Charlotte Young Life Capernaum • Child Advocates San Antonio • Child Protect • Children’s Medical Center Foundation • Church Hill Activities & Tutoring • Clay Soper Memorial Fund • Clement’s Kindness • Communities In Schools of Cape Fear • Covenant House of California • Cradles to Crayons • Ele’s Place • Elevate Phoenix • Family Centers • Family House • Foundation Communities • Freestore Foodbank • Friends of Johnston • Friendswood ISD Education Foundation • Gateway Community Services • Girls on the Run Birmingham Metro • Goldsboro Front Porch Council • Integrated Family Community Services • Interfaith Outreach & Community Partners • Jill’s House Rocky Top • Kids’ Haven • Koinonia Family Services • Lighthouse of Oakland County • Livin USA Inc. • Mercy Home for Boys & Girls • Meyer Center for Special Children • Mustard Seed School • Odyssey After School Enrichment

Program • Offering Alternative Therapy with Smiles • Pajama Program • Positive Direction for Youth and Families • Riverside Sunrise Rotary Foundation • Ronald McDonald House Charities of

Central Iowa • Safe Children Coalition Inc. • SAFEchild • San Antonio Independent School District • Santa Barbara Education Foundation • Sheetz For the Kidz™ • Simple Needs GA • Special Learning Center • Sussex Montessori Public Charter School • Tampa Bay Friends of the Children • Teddy Bear Cancer Foundation • The Children’s Home Society of New

Jersey • The Dayton Foundation • The Kevin Love Fund • The Miracle League of the Lehigh Valley • Truth in Nature • Washburn Center for Children • Washington and Lee University’s ESOL

Program • Wings Special Needs Community • YMCA of Greensburg, PA • Youth Empowerment Project

Bond Brothers 5K

This year, CAPTRUST hosted the sixth annual Bond Brothers 5K race in Raleigh, North Carolina. The event, held on September 24, included more than 335 runners, joggers, and walkers and raised more than $19,000 to benefit the CAPTRUST Community Foundation.

Photo by Roland L. Freeman courtesy of the documentary film Stay Prayed Up

Stay Prayed Up

In September, two of CAPTRUST’s employee resource groups hosted a screening and discussion of the documentary Stay Prayed Up. The film follows North Carolina gospel group The Branchettes and its leader Lena Mae Perry. To learn more, visit stayprayedupfilm.com. Spring 2022 Scholarship Winners

CAPTRUST is pleased to share the winners from its spring 2022 scholarship contest, which awarded five $1,000 scholarships to students around the country. Each student submitted a series of meaningful essays on their values, accomplishments, community impact, and career goals. Congratulations to the winners!

Jonathan Wang

University of California, Berkeley

Ephraim Sun

Southern Methodist University

Sydney Newton

Binghamton University

Ella Stone

Southern New Hampshire University

Emilie Gunti

Arizona State University

CAPTRUST GROWTH

Over the past few months, CAPTRUST has added six offices.

CAPTRUST Bolsters Midwest Presence

In July, CAPTRUST added the team from Frontier Wealth Management (Frontier). Headquartered in Kansas City, Missouri, Frontier also added locations in St. Louis, Missouri; Wichita, Kansas; Omaha, Nebraska; and Denver, Colorado. Led by Partner and CEO Nick Blasi, the group added more than $4 billion in new client assets and 46 new colleagues to CAPTRUST.

“Joining CAPTRUST will benefit not only our clients, but the Frontier team as well. From the opportunity to become shareholders to new career paths, CAPTRUST puts our team on a great trajectory for growth. The move to CAPTRUST is immediately a step in the right direction for us,” says Blasi.

Expanding in Greenville, South Carolina

Also in July, CAPTRUST welcomed the team from Reynolds Investment Management (RIM), based in Greenville, South Carolina. Led by Tom Reynolds, the team brings eight new colleagues and $600 million in assets. RIM has a close relationship with the former Nachman Norwood & Parrott Wealth Management, also based in Greenville, which joined CAPTRUST last year.

“We got to know the folks at CAPTRUST and saw the robust systems in place, from technology and compliance to HR and marketing. We believe that joining CAPTRUST will relieve us of many administrative functions to allow us to spend more time with our clients,” says Reynolds.

CAPTRUST RECOGNITION

Firm Rank on Barron’s List Rising two spots from 2021, CAPTRUST ranked fourth on the prestigious list of the top 100 registered investment advisory (RIA) firms. The ranking is based on a formula encompassing assets managed, technology spending, firm diversity, and regulatory records, among other characteristics.

CAPTRUST Named Largest RIA for Seventh Year CAPTRUST was named the largest RIA firm by Financial Advisor magazine for the seventh consecutive year in the publication’s 2022 RIA Ranking list. The annual survey considers metrics like assets under advisement, the percentage of growth in assets, and assets per client.

CAPTRUST Ranks No. 4 on Best Place to Work List The Triangle Business Journal announced its Best Places to Work list for 2022, ranking CAPTRUST fourth among extra-large companies with at least 250 employees. CAPTRUST moved up two places over last year. Five CAPTRUST Advisors Recognized by AdvisorHUB Five CAPTRUST advisors were named on AdvisorHUB’s 2022 Advisor to Watch lists.

The following advisors were on the 50 RIAs to Watch list:

Jay Irons (#21) John Keeton (#24)

Michael Peters (#33)

In addition, Rebecca Pouliot was ranked 20th on the 25 Women Advisors to Watch list, and Mike Gray was named 194 on the Fast-Growing Advisors to Watch list.

Second Annual Women’s Leadership Forum This summer, the CAPTRUST Women’s Advisor Initiative held the second annual Women’s Leadership Forum. The virtual event was open to colleagues from across the firm and featured inspiring stories from women around the firm as well as discussions with executive coaches and authors. More than 150 CAPTRUST employees from around the country tuned in for the event.

REGIONAL OFFICE ACCOLADES

Atlanta Business Chronicle 2022 Atlanta’s Largest Financial Planning and Advisory Firms (#5) Tampa Bay Business Journal 2022 Largest Investment Services Firms (#1)

We know that investors are looking for experienced and trusted advisors who can provide wealth management services that are focused on their unique circumstances and tailored to their goals.

In more than 30 years of acting as a fiduciary to some of the country’s largest retirement plans, we have gained valuable insights that we can apply to your wealth planning and investment challenges.

Adam M. Eisenhauer

Vice President, Financial Advisor San Antonio, TX

Madelon Yanta Leone, CFA®

Principal, Financial Advisor San Antonio, TX

George Pedraza

Vice President, Financial Advisor San Antonio, TX