1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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San Antonio, TX
4372 N Loop 1604 W #116
San Antonio,
TX
78249
Phone: 210.403.5350
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
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.
David Akright, CFP®, CHFC®
Senior Vice President,
Financial Advisor
John D. Eadie, CPA, CFA, CFP®, PFS, CLU®, CIMA, CKA®
Principal,
Financial Advisor
John Keeton, CFA
Senior Vice President,
Financial Advisor
Raquel Lopez, CFP®, CPWA®
Vice President,
Financial Advisor
Trevor Mansour
Associate,
Relationship Manager
Harriet Marmon Helmle, CPA
Senior Financial Advisor,
New Client Relationships
Thomas Oliphint
Senior Vice President,
Financial Advisor
Justin Pawl, CFA, CAIA, CFP®
Principal,
Financial Advisor
David Wallace, CFA
Senior Vice President,
Financial Advisor
News & Resources
Resources
Announcements
3 months ago
Five College Students Awarded CAPTRUST Scholarship
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
Announcements
3 months ago
CAPTRUST Unveils Findings from Fifth Annual Endowment & Foundation Survey
Firm Launches Nonprofit-focused Podcast: Mission +...
Announcements
4 months ago
The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022
The CCF Also Announces 2023...
