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Houston, TX

Address

777 South Post Oak Ln #2055
Houston, TX 77056

Directions

Contact

Phone: 713.683.3818

Hours

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

Specialties

Wealth Management
Institutional Retirement
Endowments & Foundations

Introduction

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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John Matejka

Vice President,
Financial Advisor

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News & Resources

Announcements

2 weeks ago

31 CAPTRUST Teams Named to 2022 NAPA Top DC Advisor Teams List

The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...

Retirement Plans

2 weeks ago

SECURE 2.0 Opportunities for Plan Sponsors

While some SECURE 2.0 Act provisions are required for all...

Endowments & Foundations

4 weeks ago

Evolving Strategies of Higher Education Endowments

Higher education institutions have long relied on endowments to fund...

Announcements

1 month ago

Five College Students Awarded CAPTRUST Scholarship

CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...

View All News and Resources

Contact Us

How can we help?

Houston, TX (Post Oak Lane)

777 South Post Oak Ln

#2055

Houston, TX 77056

Phone 713.683.3818

Map | Directions