Address

1725 Hughes Landing Blvd. #880
The Woodlands, TX 77380

Contact

Phone: 281.616.5935

Who We Serve

Individuals

Hours

Mon–Thurs, 8:00 am–5:00 pm
Fri, 8:00 am–4:30 pm

Additional Info

Orion Client Portal

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Individuals

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.
CAPTRUST
The Woodlands

CAPTRUST’s office in The Woodlands, TX, provides wealth management services to families across Texas, with with an emphasis on long-term financial planning including charitable giving and estate planning.

Our Team

Preston Baird

Senior Associate | Relationship Manager

Austin Douglas

Associate | Relationship Management

Arleth Herrera

Associate | Relationship Management

Brian Jones

Financial Advisor | Relationship Manager

Felix Pacheco

Principal

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Our team’s dedication is our greatest strength. We have built a talented, hardworking team that is deeply committed to our clients’ success.
Fielding Miller

Resources

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