Address

6305 Waterford Blvd, #120
Oklahoma City, OK 73118

Contact

Phone: 405.810.7730

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

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

Endowment & Foundation Leaders

Our Oklahoma City advisors support nonprofit institutions with tailored services—from investment oversight and OCIO support to performance reporting and development-focused financial planning—to help fulfill their long-term missions.

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Individuals & Families

Whether you’re navigating a liquidity event, planning your estate, or seeking guidance on charitable giving, our local team offers comprehensive wealth strategies designed to meet the unique needs of Oklahoma families and individuals.

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Retirement Plan Sponsors

We help Oklahoma-based employers enhance their retirement plans with fiduciary services under 3(21) and 3(38), OCIO options, plan structure analysis, and wellness-focused financial education for plan participants.

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CAPTRUST

Oklahoma City

At CAPTRUST, we pride ourselves on our commitment to exceeding the expectations of our clients. Through our values-based approach, we foster a best-in-class experience that keeps your unique financial goals at the forefront of everything we do. Ready to work with an industry expert? Get started at your local CAPTRUST office today.

Our Team

Karl J. Eggerss

Principal,
Financial Advisor

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Oliver Norman

Senior Vice President,
Financial Advisor

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Improved financial organization often leads to more peace of mind for our clients. As such, our goal is to help them by providing bespoke, holistic financial plans that factor in estate planning, property casualty insurance, education funding, income tax planning, and more.

Oliver Norman