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San Antonio, TX

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1826 N Loop 1604 W #260
San Antonio, TX 78248

Directions

Phone: 210.402.7200

Mon–Fri, 8:00 am–5:00 pm

Wealth Management
Client Portal
Dallas Office
New Orleans Office

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 San Antonio-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.

Advisor

Raquel Cruz

Financial Advisor,
Relationship Manager

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Advisor

Ryan R. Griffin, CFA®

Vice President,
Financial Advisor

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Advisor

Matt Huggins, CFP®, CIMA®

Vice President,
Financial Advisor

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Advisor

Ruth Martinez, CPA

Financial Advisor,
Relationship Manager

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Advisor

Denise Rothermel, CFP®, CPA, ASA, ABV ®

Vice President,
Financial Advisor

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Advisor

Stephanie Smith, CPWA®

Financial Advisor,
Relationship Manager

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Contact Us

How can we help?

San Antonio, TX (1826 N Loop 1604 W)

1826 N Loop 1604 W #260
San Antonio, TX 78248