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4372 N Loop 1604 W #116
San Antonio, TX 78249

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Phone: 210.403.5350

Mon–Fri, 8:30 am–5:30 pm

Wealth Management
Institutional Retirement
Endowments & Foundations

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.

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Our Team

CAPTRUST’s San Antonio-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits, as well as investment advisory services to fiduciaries of corporate retirement plans.

Advisor

David Akright, CFP®, CHFC®

Vice President,
Financial Advisor

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Advisor

Sam Dreibelbis, CPA, CFP®

Vice President,
Financial Advisor

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Advisor

John D. Eadie, CPA, CFA, CFP®, PFS, CLU®, CIMA, CKA®

Principal,
Financial Advisor

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Advisor

John Keeton, CFA

Senior Vice President,
Financial Advisor

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Advisor

Harriet Marmon Helmle, CPA

Senior Financial Advisor,
New Client Relationships

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Advisor

Thomas Oliphint

Senior Vice President,
Financial Advisor

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Advisor

David Wallace, CFA

Senior Vice President,
Financial Advisor

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San Antonio, TX (N Loop 1604 W)

4372 N Loop 1604 W #116
San Antonio, TX 78249