Cammack Retirement Group

What Cammack Retirement Group does

Cammack Retirement Group is a private investment advisory and consulting firm founded in 1958 and headquartered in New York City, with operational data linked to a single office at 40 Wall Street, 56th Floor. The firm's core offering is retirement plan advisory services delivered to plan sponsors under 3(21), 3(38), and OCIO fiduciary arrangements, supplemented by plan design optimization, fiduciary partnerships, and add-on financial wellness programs. It extends this platform into adjacent lines: comprehensive wealth management for individual investors, executives and business owners, families with complex needs, and professional athletes; and investment, fiduciary, and risk management services for endowments and foundations across healthcare, education, community/private foundations, religious, membership, and cultural/social organizations. The primary customer segment is retirement plan sponsors (corporations, educational institutions, healthcare organizations, nonprofits, and government entities), with the firm stating it supports "thousands of employer organizations." Secondary segments are individual investors and endowment/foundation leaders.

The business model is relationship-driven and quote-based: pricing is not publicly disclosed and is structured per engagement. Distribution is primarily direct, combining a field-sales motion targeting enterprise and institutional buyers with an RFP submission process for new plan sponsor clients, supported by phone and website contact channels. Marketing relies on a multi-channel mix — organic search, LinkedIn and Facebook, thought leadership through VESTED Magazine, podcasts, webinars, articles, and a referral program — aimed at top-of-funnel brand building. Revenue mechanics, AUM, and pricing tiers are not disclosed in available data.

The underlying technology is described generically as an "investment advisory and fiduciary services platform supporting retirement plan management," with no proprietary AI/ML capabilities, software products, patents, or app presence documented. The firm does not publish APIs, SDKs, or integration catalogs. Competitive positioning rests on fiduciary expertise, advisor relationships, multi-vertical coverage, and content-driven brand presence rather than technology differentiation. No parent company, ownership structure, funding history, acquisitions, or leadership changes are disclosed in the input data, representing a material information gap for any investor diligence.

Name

Cammack Retirement Group

Legal name

CAPTRUST

Website

https://cammackretirement.com

Company type

Private

Founded year

1958

Operating status

Operating

Headcount range

11–50 employees

Short description

Cammack Retirement Group is a New York-based, private investment advisory firm founded in 1958 that delivers 3(21)/3(38)/OCIO fiduciary retirement plan services, wealth management, and endowment advisory to plan sponsors, individuals, and nonprofit institutions.

Ownership category

akta.pro rank

Product category

Retirement Plan Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Pension Funds (52511)

SIC

Investment Advice (6282)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

Keywords

• Retirement plan advisory
• Wealth management services
• Fiduciary investment services
• Endowment and foundation advisory
• Investment advisory consulting

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Distribution channels3 records

Marketing channels6 records

Core offering

Cammack Retirement Group (operating as CAPTRUST's New York office) provides fee-based investment advisory and fiduciary consulting services. It delivers 3(21), 3(38), and OCIO retirement plan advisory, fiduciary partnerships, plan design optimization, and financial wellness programs to employer plan sponsors, alongside wealth management for individuals/executives/families/athletes and investment advisory for endowments and foundations. Engagement is consultative and quote-based, delivered by financial advisors and principals out of the 40 Wall Street, New York office.

Product overview

The company offers a unified platform of wealth management and retirement planning services. Core offerings include Retirement Plan Advisory Services (with 3(21), 3(38), and OCIO fiduciary services), comprehensive Wealth Management for individuals and families, Investment Advisory for endowments and foundations, and Financial Wellness Programs as an add-on module. Services are delivered through a network of financial advisors and principals serving various client segments including corporations, educational institutions, healthcare organizations, nonprofits, government entities, and individual investors.

Differentiator

Problem solved

Functional benefit

Brands

• VESTED: A platform or service offering by CAPTRUST mentioned in the navigation and marketing materials.

Products and services

• Retirement Plan Advisory Services End-to-end retirement plan advisory and fiduciary services for employer plan sponsors — corporations, educational institutions, healthcare organizations, nonprofits, and government entities — delivered via the New York office's team of financial advisors and principals.
• Wealth Management Services Comprehensive wealth planning and investment advice tailored to individual investors, executives and business owners, families with complex needs, and professional athletes.
• Investment Advisory Services for Endowments and Foundations Investment, fiduciary, and risk management services for nonprofit organizations, including endowments and foundations across healthcare/education, community and private foundations, religious, membership, and cultural/social services organizations.
• Fiduciary Services Investment advisory and co-fiduciary services that help employers, educational institutions, healthcare organizations, nonprofits, and government entities deliver effective total retirement solutions.
• VESTED (thought-leadership platform) A CAPTRUST sub-brand platform referenced in navigation and marketing materials, supporting thought-leadership content for clients and prospects.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Russell Investments: Global investment firm with a significant OCIO and retirement plan consulting practice serving corporate plan sponsors and endowments.
• Empower Retirement: One of the largest U.S. retirement plan recordkeepers and advisors, offering integrated plan administration, OCIO, and participant advice at scale.
• Vanguard Institutional: Largest retirement plan recordkeeper by assets, offering low-cost investment management and advisory services directly to plan sponsors.
• Mercer (OCIO): Global consulting and OCIO provider serving pension plans, endowments, and foundations with outsourced investment management services.
• Fidelity Institutional: Large incumbent retirement plan recordkeeper and advisory platform, offering plan sponsor services, OCIO, and participant advice at scale.

Direct peers

• Mercer Advisors: National RIA providing retirement plan advisory, investment management, and OCIO to plan sponsors and institutions, competing directly in the mid- and large-plan segment.
• OneDigital: National retirement plan advisory and wealth management firm serving employer plan sponsors with OCIO and consulting capabilities, comparable in scale and service mix to Cammack/CAPTRUST.
• CAPTRUST: National RIA and parent/affiliated platform to Cammack; offers identical retirement plan advisory, OCIO, and wealth management services at scale across the U.S.
• SageView Advisory: Specialist retirement plan advisory firm focused on fiduciary, investment advisory, and OCIO services for employer plan sponsors across mid- and large-market segments.
• HUB International Retirement & Private Wealth: National insurance brokerage with a substantial retirement plan advisory and OCIO practice, competing in the mid-market employer plan sponsor segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/captrustadvisors
• LinkedInlinkedin.com/company/cammack-retirement-group
• Xx.com/cammackoncampus

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cammack Retirement Group