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Dallas, TX


5005 LBJ Freeway #1313
Dallas, TX 75244


Phone: 972.661.4600

Mon–Fri, 8:00 am–5:00 pm

Wealth Management
Client Portal
New Orleans Office
San Antonio Office


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 Dallas-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.


Anthony Harvot, CFP®

Financial Advisor,
Relationship Manager

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Michael A. Horlick, CFP®, CPA, PFS, CFA


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Jarod Maloney, CPA

Vice President,
Financial Advisor

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Dallas, TX (LBJ Freeway)

5005 LBJ Freeway #1313
Dallas, TX 75244