A complete list of active advisors currently associated with CapTrust Wealth Advisors

Warmer can help you find a great advisor at CapTrust Wealth Advisors or one who fits your needs even better.

CapTrust Wealth Advisors serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans, providing integrated wealth planning, investment management, and retirement‑plan advisory services. The firm also offers stand‑alone guidance and planning engagements and sponsors a wrap‑fee program that bundles trading costs into its advisory fee. CapTrust acts as a fiduciary and manages accounts on both discretionary and non‑discretionary bases, allocating across mutual funds, ETFs, individual equity and debt securities, and independent managers when appropriate. It emphasizes ongoing client engagement and portfolio oversight—assessing risk tolerance, time horizon and liquidity constraints—and will retain or review legacy positions for tax or portfolio‑fit reasons. Noteworthy features for a multi‑team advisor include managing roughly $2.0 billion in client assets across about 863 clients and an employee‑ownership ownership structure. The firm offers several services that are less common among peers, such as a Short Box Spread Solution for accredited investors, access to privately placed alternative investments, and facilitation of non‑purpose loans and fully paid securities lending via its custodian (Pershing).

To learn more about the advisors currently working at CapTrust Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.