Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Back to all locations
Austin 2_Blue

5000 Plaza on the Lake #170
Austin, TX 78746

Directions

Phone: 512.342.2272

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

Wealth Management
Endowments & Foundations

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

Our Team

CAPTRUST’s Austin-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits. The Austin team joined CAPTRUST from South Texas Money Management in 2019.

Advisor

Julia Gavrilov, CFA®

Vice President,
Financial Advisor

View Profile
View All News and Resources

Contact Us

How can we help?

Austin, TX - Plaza on the Lake

5000 Plaza on the Lake
#170
Austin, TX 78746