Address

700 North Saint Mary's St #100
San Antonio, TX 78205

Contact

Phone: 210.824.8916

Who We Serve

Endowment & Foundation Leaders Individuals & Families

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

See Nearby Locations

San Antonio, TX (N Loop 1604 W #116) San Antonio, TX (N Loop 1604 W #260)

Endowment & Foundation Leaders

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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CAPTRUST

San Antonio

Client experience is crucial to maintaining a productive relationship—that’s something CAPTRUST excels at. Our highly skilled advisors maintain a deep bench of resources to ensure our clients receive objective advice that furthers their goals. Get in touch with our first San Antonio branch to find out more about our dedication to your financial success.

Our Team

Heather Ford Caussade

Vice President | Financial Advisor

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Sherry Egenolf

Vice President | Financial Advisor

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LeeAnn Iacona

Financial Advisor | Relationship Manager

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Christina Lecholop

Principal | Financial Advisor

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Christian Ledoux

Senior Director | Individual Securities Management

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Collaboration is at the core of our client relationships. It drives us to act as partners and stewards—not just service providers—so we can develop a tailored plan to guard and grow client assets in a way that positively impacts their family and community

Christina Lecholop