Contact

Phone: 916.924.7527

Hours

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

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Individuals
Retirement Plan Sponsors

Individuals

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.

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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.

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CAPTRUST
Sacramento

We’re proud to serve California through our CAPTRUST Sacramento office. We offer tailored fiduciary services to meet your needs, whether you are seeking solutions for wealth management, retirement planning, risk management, or beyond. Contact us today and discover our unmatched commitment to excellence.

Our Team

Josh Bingtan

Senior Associate | Financial Planning

Peter Ashby

Vice President,
Financial Advisor

Kelly Brothers

Principal,
Financial Advisor

Alex Brown

Principal,
Financial Advisor

Lon Burford

Principal,
Financial Advisor

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Choosing a financial advisor is a big deal. Take your time, talk to a few different people, and find a comfort level that will allow you to sit in a room with that person and ask difficult questions. You can even ask, “What do you get paid, and how does it come out of my account?” Most people have no idea what they are paying their financial advisor.
Kelly Brothers

Resources

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