Phone: 540.464.9100


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

Endowments & Foundations

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.

Explore Our Services

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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

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Lexington, VA

Our Lexington advisors bring financial expertise to the table whether you’re a high-net-worth individual looking for investment advice, a nonprofit in need of fiduciary services, or an employer securing your employees’ retirement future with competitive benefits. With our centralized model, CAPTRUST has the flexibility and resources needed to make your success our priority. See the CAPTRUST difference for yourself.

Our Team

David J. Hansen

Financial Advisor

Lewis Thomas II

Financial Advisor

We listen closely to our clients and partner with them to navigate the complexities of building wealth and retirement using industry-leading financial planning and investment management.
Dave Hansen


Get Informed

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