Address

1900 State Street #D
Santa Barbara, CA 93101

Contact

Phone: 800.216.0645

Who We Serve

Retirement Plan Sponsors Individuals & Families Endowment & Foundation Leaders

Hours

Mon–Fri, 8:30 am–5:00 pm

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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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.

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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.

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CAPTRUST

Santa Barbara

For over two decades, the CAPTRUST footprint has expanded into communities like Santa Barbara, CA. By applying expertise through a values‑first approach, our team is empowered to identify custom solutions that keep your needs at the forefront. Partner with CAPTRUST today for trusted advice.

Our Team

Taria Agbelusi

Consultant | Relationship Manager

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Deanna Bamford

Senior Financial Advisor | Relationship Manager

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Devyn Duex

Principal | Financial Advisor

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Anna Martinez

Financial Advisor | Relationship Manager

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We are passionate professionals dedicated to cutting-edge advisory practices. We are unapologetically focused on helping businesses, the people inside, and the world around them.

Devyn Duex