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Lexington, KY

Address

Non-branch Location
Lexington, KY 40509

Directions

Contact

Phone: 859.286.1040

Hours

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

Specialties

Institutional Retirement
Endowments & Foundations

Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

Our Team

CAPTRUST’s Lexington-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. Our team is passionate about helping and has substantial experience in the higher education and healthcare industries.

Joey Payne

Senior Financial Advisor

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News & Resources

Announcements

1 week ago

CAPTRUST Named to Barron’s 2023 Top RIA List

CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...

Wealth Management

2 months ago

VESTED Voices: Bob McCutcheon

In 2018, Bob McCutcheon returned to his lifelong passion for...

Retirement Plans

2 months ago

Fiduciary Update | August 2023

In this second-quarter 2023 edition of our quarterly Fiduciary Update,...

Resources

2 months ago

Market Update | July 2023

As we pass the midpoint of 2023, the market...

View All News and Resources

Contact Us

How can we help?

Lexington, KY

Non-branch Location

Lexington, KY 40509

Phone 859.286.1040

Map | Directions