Oklahoma City, OK

Address

6305 Waterford Blvd, #120
Oklahoma City, OK 73118

Contact

Phone: 405.810.7730

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

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

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

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.

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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

Scott Duncan

Senior Vice President,
Financial Advisor

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Karl J. Eggerss

Principal,
Financial Advisor

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Oliver Norman

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