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7812 McEwen Rd. Suite 400
Dayton, OH 45459


Phone: 937.223.0600

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management
Institutional Retirement

Our Team

The CAPTRUST Dayton office specializes in providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, corporate executives, and business owners.


Kathleen Carlson, CFA®

Vice President,
Financial Advisor

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Dayton, OH

7812 McEwen Rd.
Suite 400
Dayton, OH 45459
Phone 937.223.0600