Evan Holmes, CFA

Vice President,
Financial Advisor

Education & Other Highlights

Evan Holmes is an institutional retirement plan advisor based in Minneapolis, MN.

Evan joined CAPTRUST in 2014 as a senior financial advisor and relationship manager with the firm’s merger with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to help clients improve and enhance their benefit programs. Prior to DCAdvisors, Evan served as a senior associate in retirement plan operations at RBC Wealth Management, and has worked in the industry since 2006.

When he is not in the office or with a client, Evan enjoys traveling, snowboarding, golf, and spending time with his family.


  • Bachelor of Arts degree in finance from Augsburg College

Industry Designations

  • Chartered Financial Analyst


  • Member, CFA Institute
  • Member, CFA Society of Minnesota

Awards & Recognition

  • NAPA Top Retirement Plan Advisors Under 40 | 2019 and 2020
  • Barron’s Top Institutional Consultants | 2019, 2020, and 2021 (Team Esch)
  • NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Minneapolis)


Decoding Decumulation: Empowering Plan Participants (Webinar Recording)

As baby boomers retire, many plan sponsors are shifting their focus to educating retirement plan participants on decumulation—withdrawing money from the plan. Watch this webinar to learn more.

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