John Eadie is a wealth management financial advisor based in San Antonio, TX.
CAPTRUST welcomed John in 2021. He brings over 35 years of experience working with Fortune 500 executives to assess and implement complex compensation strategies—including deferred compensation, restricted stock, stock option, and other employee benefit planning. John assists clients with their investment, income tax, wealth transfer planning, family governance, and philanthropic strategies.
John joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he was the founder and managing director. He served as the firm’s CEO, chief wealth advisor and led all client service efforts. John is also the co-founder of Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.
Prior to founding Covenant, John led Frost National Bank’s Wealth Management Services group. He spent the first 20 years of his career at Ernst & Young, where he last served as the firm’s director of executive planning services. John earned a Bachelor of Science degree in accounting from Berry College and a Master of Accountancy degree in tax from the University of Georgia.
Outside of work, John is active in many community activities. At his church, John is involved in many volunteer and leadership roles. He is also a member of the Board of Trustees at Berry College.
Education
- Bachelor of Science degree in accounting from Berry College
- Master of Accountancy degree in tax from the University of Georgia
Industry Designations
- Certified Public Accountant
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER®
- Personal Financial Specialist
- Chartered Life Underwriter (CLU®)
- Certified Investment Management Analyst®
- Certified Kingdom Advisors®
Industry Involvement
- Co-founder of the San Antonio affiliate of Social Venture Partners
- American Institute of CPAs
- Texas Society of CPAs
- CFA Institute
- Investment Management Consultants Association
- Fidelity Investments Advisor Council
- Co-founder of Scratchworks
Awards & Recognition
- Barron’s list of Top 100 Independent Financial Advisors | 2012, 2013
- Recognized as a Five Star Wealth manager | 2012-present
- Worth Magazine list of the Top 100 Wealth Advisors in the country
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.