CAPTRUST’s Houston financial advisors use years of expertise and extensive resources to bring thoughtful financial planning and investment advice for a variety of clients.
Phone: 713.227.0100
Mon–Thurs, 8:00 am–5:00 pm
Fr, 8:00 am-3:30 pm
In Houston, we partner with mission-driven organizations to help them thrive—offering OCIO support, investment strategy, performance measurement, and donor engagement solutions tailored to the needs of endowments and foundations.
Our advisors bring Houston families and individuals personalized financial guidance—whether it’s building a custom portfolio, creating a multigenerational wealth plan, or supporting philanthropic goals with strategic insight.
Serving companies across Houston, we provide 3(21) and 3(38) fiduciary services, OCIO consulting, plan design improvements, and financial wellness initiatives to help sponsors better support their employees’ futures.
CAPTRUST founded itself with a firm commitment to neutrality and excellence, and our Houston location is a prime example of those exact values. No matter your goals, we offer a wide range of expertise to help high-net-worth individuals, corporations seeking advice on prime benefits for employee retirement plans, or nonprofits wishing to bring the most value to their endowments and foundations. Get in touch with our Houston financial advisors to learn how we can work with you to maximize your financial success.
Senior Vice President,
Financial Advisor
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Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Principal
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