CAPTRUST Welcomes Carolinas Investment Consulting

RALEIGH, N.C., March 5, 2025 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced that Carolinas Wealth Consulting, doing business as Carolinas Investment Consulting (CIC) in Charlotte, North Carolina, will be joining their firm.

Founded in 2001 by George Edmiston, CIC is an investment consulting and financial planning firm serving families, endowments, retirement plans, and corporations. The 20-member firm serves clients in over 30 states and oversees over $1.4 billion in assets.

"We feel that CAPTRUST will help us continue to offer our team and clients the culture and experience they have been accustomed to far into the future," said Edmiston.

CIC joined CAPTRUST in January 2025 and, consistent with other firms that have joined the company, will take on the CAPTRUST brand. This will be CAPTRUST's second location in Charlotte.

"CAPTRUST got better today, and we are thrilled to have the CIC team join us. George and I have been friends and competitors for over 20 years. CIC has had a sterling reputation in the Carolinas which will immediately improve our market opportunities and elevate our brand," said Fielding Miller, co-founder and CEO of CAPTRUST.

About CAPTRUST
CAPTRUST was founded in 1997 as an independent registered investment advisor. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, plan design, provider analysis and fee benchmarking, and employee advice programs.

SOURCE CAPTRUST Financial Advisors