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Houston, TX


777 South Post Oak Ln #2055
Houston, TX 77056


Phone: 713.683.3818

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Wealth Management
Institutional Retirement
Endowments & Foundations


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 Houston-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits. The Houston team joined CAPTRUST from South Texas Money Management in 2019.


David Stix, CFA®

Senior Vice President,
Financial Advisor

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Houston, TX (Post Oak Lane)

777 South Post Oak Ln
Houston, TX 77056