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Nashville, TN

Address

1222 Demonbreun Street, #1235
Nashville, TN 37203

Directions

Contact

Phone: 657.900.1899

Hours

Mon–Fri, 8:30 am–5:00 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 Nashville-based advisors provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Daryl L. Deke

Principal,
Financial Advisor

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David Ramsour, CFA®, CAIA

Principal

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News & Resources

Endowments & Foundations

6 hours ago

Proactive Spending Policies for Times of Volatility

In times of volatility, endowments and foundations may feel tempted...

Retirement Plans

8 hours ago

Managing Institutional Cash, Asset Pools, and Reserves

If managed properly, Institutional Asset Pools (IAPs), like cash reserves...

Resources

4 weeks ago

Market Thoughts: Midterm Elections 2022

This edition of Market Thoughts explores the market’s likely reaction...

Announcements

2 months ago

CAPTRUST Named on NAPA Women Advisors List

Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...

View All News and Resources

Contact Us

How can we help?

Nashville, TN

1222 Demonbreun Street, #1235

Nashville, TN 37203

Phone 657.900.1899

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