Address

115 Wild Basin Road S. #225
Austin, TX 78746

Contact

Phone: 512.342.2272

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

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

Endowment & Foundation Leaders

Our nonprofit partners rely on us for board and committee education, donor engagement strategies, OCIO solutions, investment oversight, and customized performance insights to help them steward their missions effectively.

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Individuals & Families

Whether you’re building long-term wealth, organizing your estate, or planning your philanthropic legacy, our advisors provide personalized guidance that evolves with your financial life.

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Retirement Plan Sponsors

From 3(21) and 3(38) fiduciary roles to OCIO services, our team delivers strategic plan support, investment oversight, participant education, and plan health insights tailored to each employer’s needs.

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CAPTRUST

Austin

Backed by a national network of industry experts, CAPTRUST takes pride in providing Austin residents with financial advice they can trust. No matter the challenge, each CAPTRUST advisor delivers unparalleled solutions and expertise to propel you or your business forward. Gain access to advisory services that keep your needs top-of-mind. Contact your local Austin office today.

Our Team

Kirkland Caison

Vice President,
Financial Advisor

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Kim Cornwell

Senior Vice President,
Financial Advisor

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Peter DiNardo

Senior Vice President,
Financial Advisor

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Sam Dreibelbis

Vice President,
Financial Advisor

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Catherine Ellis

Vice President,
Financial Advisor

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With CAPTRUST, clients have multiple tools available to help them feel more confident managing their life and financial goals. This support helps provide peace of mind, even when the unexpected happens.

Lisa Fox Dandord