CapTrust Wealth Advisors logo

CapTrust Wealth Advisors

Updated today

Client AUM

$1,600,820,121

Clients

863

Advisors

20

of 26 employees

About

CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses and employer-sponsored plans. The firm offers both ongoing, integrated wealth planning and portfolio management as well as standalone guidance and planning engagements, delivered on discretionary and non‑discretionary bases.

Portfolios are constructed from mutual funds, ETFs, individual equity and debt securities, variable annuities, and, where appropriate, privately placed collective investment vehicles, and CapTrust may allocate portions of assets to unaffiliated independent managers while retaining ongoing oversight. The firm combines fundamental and technical analysis with a generally long‑term orientation but also employs derivatives and options strategies for eligible clients — including a Short Box Spread solution for accredited investors executed through the Pershing Options Desk.

CapTrust is the sponsor and portfolio manager of a wrap fee program that bundles transaction costs into a single advisory fee, which the firm discloses in an appendix to its brochure. The brochure also highlights several less-common features for a team firm — including use of securities lending programs, introductions to non‑purpose loan facilities, investments in privately placed vehicles, and an employee‑ownership structure alongside an institutional custodial relationship with Pershing that provides technology and operational support.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive Retired

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Fee options

Fixed

Guidance & Planning Only Services charged as fixed fees generally ranging from $1,500 to $20,000 annually depending on scope and complexity.

Percentage

Approximately 0.20% to 1.50% annually, fee varies based on asset size, complexity, and relationship

Other

Account minimum: $3,500 minimum annual fee (may be waived at Advisor's discretion) Minimum fee: Minimum annual fee of $3,500, which may be waived at the Advisor's sole discretion Fee-only: Fees are advisory fee only; no commissions are charged.

Main office

85 E 8th Street, Suite 150

Holland MI 49423

Advisors at this office

20

Most active in

California · Colorado · Florida · Illinois · Indiana · Louisiana · Michigan · North Carolina · Tennessee · Texas

Also doing business as

Captrust · Captrust Financial Advisors · Captrust Financial Advisors · Captrust Institutional Consulting · Captrust Wealth Advisors · Well Done, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brendon J

Series 66

Holland, MI

CapTrust Wealth Advisors

Brendon Johnson is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation and 14 years of industry experience. He has been with CapTrust in various roles since 2015. Outside of his advisory work, Johnson serves as treasurer for Zeeland Christian Schools, a local nonprofit. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm employs a mix of fundamental and technical analysis with a long-term investment orientation, offering discretionary and non-discretionary management across a range of securities and strategies.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Rhonda C

Series 66

Holland, MI

CapTrust Wealth Advisors

Rhonda Carter is a financial advisor at CapTrust Wealth Advisors with 13 years of industry experience. She holds a Series 66 credential and has been with CapTrust since 2016. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm combines fundamental and technical analysis in portfolio construction and employs both discretionary and non-discretionary approaches, including specialized strategies like derivatives and options for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Scott D

CFP®, Series 65

Holland, MI

CapTrust Wealth Advisors

Scott Demaagd is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with CapTrust Wealth Advisors. He has been with CapTrust in various roles since 2015. Outside of his advisory work, Demaagd serves as a volunteer board member and committee participant for nonprofit healthcare and educational organizations, including Trillium Living and The Potters House Christian School. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm combines fundamental and technical analysis with a long-term approach and offers both integrated wealth planning and standalone guidance through discretionary and non-discretionary arrangements.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Jason K

Series 63, Series 65

Holland, MI

CapTrust Wealth Advisors

Jason Kooyer is a financial advisor at CapTrust Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CapTrust Wealth Advisors since 2015. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm utilizes a combination of fundamental and technical analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and derivatives strategies for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Bryan L

Series 66

Holland, MI

CapTrust Wealth Advisors

Bryan Linn is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors from 2011 to 2015 before joining CapTrust, where he has been employed since 2015. Linn serves as President of the Board of Directors of Gateway Mission, providing financial guidance to the nonprofit. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm employs a mix of fundamental and technical analysis with a long-term orientation and uses a variety of investment vehicles, including mutual funds, ETFs, and privately placed collective investment vehicles, while providing discretionary and non-discretionary portfolio management.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Samuel S

Series 65

Holland, MI

CapTrust Wealth Advisors

Samuel Starks is a Series 65-licensed financial advisor with CapTrust Wealth Advisors in Holland, MI, bringing four years of industry experience. His prior work includes roles at Worksighted, Inc., Northwestern University, and Portage Lake Bible Camp. CapTrust Wealth Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans, offering wealth planning, investment management, and retirement plan advisory services. The firm uses a combination of fundamental and technical analysis with a long-term focus and employs a variety of investment vehicles and strategies, including derivatives and options for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Ronald P

CFP®, Series 65

Holland, MI

CapTrust Wealth Advisors

Ronald Price Jr. is a CFP® with eight years of industry experience, currently serving with CapTrust Wealth Advisors. He has been with CapTrust for nine years in total and previously worked at Henkel for five years. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm combines fundamental and technical analysis with a long-term orientation, incorporating a range of investment vehicles and strategies, including derivatives and options for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Jason B

Series 66

Holland, MI

CapTrust Wealth Advisors

Jason Bruxvoort is a financial advisor at CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation with 19 years of industry experience. He has been with CapTrust Wealth Advisors since 2016. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm offers integrated and standalone planning engagements using a range of investment strategies and vehicles, including mutual funds, ETFs, individual securities, and privately placed collective investment vehicles.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Brian V

Series 63, Series 65

Holland, MI

CapTrust Wealth Advisors

Brian Vandenbrink is a financial advisor with CapTrust Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with CapTrust since 2015. Outside of advisory work, he serves on the board of DISHER Corporation and is involved with a real estate holding company and an insurance agency. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis with a generally long-term orientation and provides both discretionary and non-discretionary portfolio management.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Shawn P

Series 66

Holland, MI

CapTrust Wealth Advisors

Shawn Pacanowski is a Series 66-licensed financial advisor with 21 years of industry experience. He has been with CapTrust Wealth Advisors since 2015, currently working as part of their team based in Holland, MI. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm provides both integrated and standalone planning and portfolio management across a range of investment vehicles, combining fundamental and technical analysis with a long-term orientation and specialized options strategies for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Ryan T

Series 66

Holland, MI

CapTrust Wealth Advisors

Ryan Tyler is a Series 66-licensed financial advisor at CapTrust Wealth Advisors with 19 years of industry experience. He has worked at CapTrust since 2015. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm employs a combination of fundamental and technical analysis with a generally long-term orientation, offering both discretionary and non-discretionary services.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Kristine P

Series 63, Series 66

Holland, MI

CapTrust Wealth Advisors

Kristine Pattison is a financial advisor at CapTrust Wealth Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CapTrust Wealth Advisors since 2015. In addition to her advisory role, she is licensed to provide fixed, variable, life, and general insurance policies to clients. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm combines fundamental and technical analysis with a long-term investment orientation and employs a variety of portfolio construction strategies, including allocations to independent managers and use of derivatives for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Shanon T

Series 66

Holland, MI

CapTrust Wealth Advisors

Shanon Tate is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 66 designation and 20 years of industry experience. She has been with CapTrust Wealth Advisors since 2015. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm employs a range of investment strategies including fundamental and technical analysis, derivative and options strategies, and allocates assets across mutual funds, ETFs, individual securities, and privately placed vehicles.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Troy V

Series 65

Holland, MI

CapTrust Wealth Advisors

Troy Veldkamp is a financial advisor with CapTrust Wealth Advisors in Holland, MI, holding a Series 65 designation. He has recently transitioned into the financial industry with less than one year of experience. Prior to joining CapTrust, his background includes roles in the specialty pharmacy sector. CapTrust Wealth Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans by providing wealth planning, investment management, and retirement plan advisory services. The firm combines fundamental and technical analysis with a long-term orientation and offers a range of investment options and strategies, including a wrap fee program and specialty solutions for accredited investors.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Ashley K

Series 65

Holland, MI

CapTrust Wealth Advisors

Ashley Ketchum is a financial advisor at CapTrust Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining CapTrust, Ashley was a full-time student and worked at Albion College. CapTrust Wealth Advisors is a team of 19 advisors providing wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and employer-sponsored plans. The firm offers both integrated wealth planning and standalone guidance, employing a range of investment strategies including mutual funds, ETFs, individual securities, and options strategies for eligible clients.

Cash flow / budgeting Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive Retired
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