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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

Retirement Plans

4 weeks ago

Fiduciary Update | May 2023

In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle...

Resources

1 month ago

Market Update | April 2023

Despite dramatic headlines this quarter, markets have delivered modest results....

Announcements

2 months ago

PLANADVISER Names 13 CAPTRUST Advisors to List

PLANADVISER named 13 CAPTRUST advisors to its esteemed Top Retirement...

Announcements

3 months 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?

Lexington, KY

Non-branch Location

Lexington, KY 40509

Phone 859.286.1040

Map | Directions