Karl is a principal based out of Boerne, Texas.
Karl joined our team in 2021. At CAPTRUST, he provides insightful planning and investment guidance to clients. Karl is a valuable addition to our team through strategic research, due diligence, and portfolio construction.
After earning his Bachelor of Business Administration degree from Southwest Texas State University, Karl began working for Fidelity Investments as a mutual fund trader. After Fidelity, he served for 14 years at a San Antonio-based money management firm, including Chief Trader. Karl moved on to establish the registered investment advisory firm Eggerss Capital Management. Later, he seized upon the opportunity to merge his firm with Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as a senior wealth advisor and partner.
Throughout his career, Karl has enjoyed offering opinions on the state of the economy and the financial markets whenever possible. He has hosted a syndicated radio show airing in Houston, Dallas, San Antonio, Colorado Springs, and Denver. Karl has been a frequent contributor on various financial news networks, including CNBC, CNBC Asia, Bloomberg, Fox Business, and Reuters. Currently, he hosts a weekly podcast called “Creating Richer Lives,” focusing on living a richer life beyond bank account balances.
Outside of work, Karl enjoys spending time with his wife, Amy, and their two children, Anson and Avery. He also fits in a round of golf whenever possible.
Education
- Bachelor of Business Administration degree in finance from Southwest Texas State University
Industry Involvement
- Host | “Creating Richer Lives” podcast
- Contributor | CNBC, CNBC Asia, Bloomberg, Fox Business, and Reuters
Awards & Recognition
- The Boerne Star’s Best Financial Advisor in Boerne | 2020, 2021, 2022, 2023, and 2024
- NAPA Top DC Advisor Teams | 2022 (CAPTRUST San Antonio)
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.