Contact

Phone: 404.201.6472

Hours

Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations
Endowments & Foundations
Retirement Plan Sponsors

Endowments & Foundations

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

A group of people sitting around a table in an office.

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

Two business people looking at a tablet in an office.
CAPTRUST
Alpharetta

When you partner with CAPTRUST, you receive the peace of mind that our team of trusted financial advisors will work with you, keeping your goals at the forefront. We combine our values-first approach with industry expertise to create custom solutions for your financial challenges and needs. Partner with CAPTRUST by contacting your local office today.

Our Team

Philly Jones

Principal,
Financial Advisor

Evan Melcher

Principal,
Financial Advisor

Michelle Miller

Senior Consultant,
Relationship Manager

Zack Sadler

Principal,
Financial Advisor

We are proud of CAPTRUST’s dedication to serving institutional clients and nonprofits nationwide. Our genuine care for our clients and our passion for service are undeniable.
Evan Melcher

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.