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Orlando, FL

Lake Mary_Blue

801 International Pkwy 5th Floor
Lake Mary, FL 32746


Phone: 407.505.4556

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

Institutional Retirement
Wealth Management


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 Orlando-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans, as well as wealth management services to high-net-worth individuals, business owners, and families.

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Orlando, FL

801 International Pkwy
5th Floor
Lake Mary, FL 32746