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 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.

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.