Non-branch Location
Lexington, KY 40509


Phone: 859.286.1040


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

Endowments & Foundations
Retirement Plan Sponsors

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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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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Lexington, KY

Our expert team is passionate about helping clients in the Lexington, KY area with their retirement plan needs. Plus, our national network of CAPTRUST financial advisors ensures we can support your additional financial goals.

Our Team

Joey Payne

Senior Financial Advisor

We offer a hands-on approach to our institutional clients, assisting them with all aspects of their fiduciary responsibilities.
Joey Payne


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.