Phone: 972.661.4600

Who We Serve



Mon–Fri, 8:00 am–5:00 pm

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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.

Explore Our Services

A couple in a red convertible driving down a country road.
LBJ Freeway

Since our founding, CAPTRUST has been committed to giving our clients objective, research-backed financial and investment advice. Our advisors are more than capable of helping you make the right calls for your portfolio. Reach out to our third Dallas CAPTRUST office to see how we can work together to accomplish your financial goals.

Our Team

Barron D. Beal


Philip M. de Bruyn


Daniel T. Drake


Thomas S. Gile


Anthony Harvot

Financial Advisor,
Relationship Manager

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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.