Address

770 First Avenue #250
San Diego, CA 92101

Contact

Phone: 951.405.7478

Who We Serve

Individuals & Families Endowment & Foundation Leaders

Hours

Mon–Fri, 8:00 am–5:00 pm

See Nearby Locations

El Segundo, CA

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.

Explore Our Services

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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.

Explore Our Services

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CAPTRUST

San Diego

Our San Diego team provides comprehensive wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to nonprofit endowments and foundations. We leverage our understanding of the local market dynamics and the broader Southern California economic landscape to deliver personalized, strategic financial solutions.

Our Team

Keith Manning

Vice President | Financial Advisor

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At CAPTRUST, we believe it’s important to meet clients where they are. Understanding what you value and helping to align your financial actions with your goals is at the center of our exceptional client experience. Whether you are an individual or family needing holistic financial planning, or a foundation leader needing investment consulting, we can help. As your trusted partners, my team and I will work with you to make the complex simple and allow you the freedom and time to pursue your priorities and what matters to you most.

Keith Manning, Vice President | Financial Advisor