Non-branch Location
Richmond, VA 23235


Phone: 804.672.4500


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

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

Two business people looking at a tablet in an office.

You need valuable insights. With our centralized model and extensive suite of resources, CAPTRUST’s expert advisors bring a best-in-class client experience that enables you to focus on the needs of your business or organization. Curious to know how CAPTRUST can make a difference for your company? Reach out to your local CAPTRUST office to learn more.

Our Team

Beryl Ball

Financial Advisor

Barron (Barry) V. Schmitt

Financial Advisor

Francetta (Fran) Slacum

Senior Financial Advisor,
Relationship Manager

CAPTRUST Richmond is dedicated to objective fiduciary practices that help businesses and nonprofit organizations—and their employees—reach their personal and organizational goals for a dignified and secure retirement.
Beryl Ball


Get Informed

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