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


Phone: 281.616.5935

Who We Serve



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

Additional Info

Orion Client Portal

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Complimentary Financial Review Offer

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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.
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


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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


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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.