Phone: 214.361.4458


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

Endowments & Foundations
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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Dallas Parkway

Whether you’re a high-net-worth individual in search of investment advice, a nonprofit with questions on endowment and foundation management, or a corporation wishing to round out your corporate retirement plans with competitive benefits, CAPTRUST’s Dallas-based team is more than ready to help. We have the resources, experience, and, most importantly, the integrity to guide you toward making the right decisions. Reach out to our second Dallas location, our Dallas Parkway office, to learn more.

Our Team

Barron D. Beal


Mark Nokyos

Senior Vice President,
Financial Advisor

Noel Strickling

Relationship Manager

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
Fielding Miller


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.