Dallas, TX (Dallas Parkway)

Address

14643 Dallas Parkway #320
Dallas, TX 75254

Contact

Phone: 214.361.4458

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

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

See Nearby Locations

Dallas, TX (LBJ Freeway) Dallas, TX (Sherry Lane)

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.

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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

Dallas

Dallas Parkway

Whether you’re a high-net-worth individual in search of investment advice, a nonprofit with questions on endowment and foundation management, or a corporation wishing to round out your corporate retirement plans with competitive benefits, CAPTRUST’s Dallas-based team is more than ready to help. We have the resources, experience, and, most importantly, the integrity to guide you toward making the right decisions. Reach out to our second Dallas location, our Dallas Parkway office, to learn more.

Our Team

Barron D. Beal

Principal

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Mark Nokyos

Senior Vice President,
Financial Advisor

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Noel Strickling

Associate,
Relationship Manager

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.

Fielding Miller