Phone: 937.223.0600


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

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Retirement Plan Sponsors


Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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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.

Explore Our Services

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Our legacy of providing Ohio residents with objective advisory services stands true in Dayton. Supported by our centralized model, CAPTRUST advisors are equipped with the industry knowledge to guide you towards financial success. Plus, with our values-based approach, you can trust your goals will be top of mind. Get started at your Dayton, OH CAPTRUST office.

Our Team

Ryan W. Lee

Senior Vice President,
Financial Advisor

We partner with our clients on their financial journey and advise them without conflicts of interest. Our fiduciary-based approach focuses on building a personal relationship with our clients, which allows us to understand their concerns and how we can improve their financial lives.
Ryan Lee


Get Informed

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