Address

Non-branch Location
Washington, DC 20036

Contact

Phone: 800.216.0645

Who We Serve

Retirement Plan Sponsors

Hours

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

See Nearby Locations

Alexandria, VA Columbia, MD

Why DC Plan Sponsors Partner with CAPTRUST

Washington, DC is a city where policy, innovation, and purpose intersect—and the organizations we serve reflect that. From local nonprofits and trade associations to major healthcare systems and corporations, our DC-based advisors bring deep industry insight and institutional knowledge to every client relationship. We understand that retirement planning in the capital region means navigating complex regulatory landscapes and evolving workforce needs. That’s why our team combines fiduciary excellence with a proactive, people-first approach—ensuring your plan not only meets compliance benchmarks, but also serves the long-term financial wellness of your employees. Whether you’re looking to optimize plan design, streamline governance, or enhance participant outcomes, our advisors in DC are ready to help you lead with confidence.

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

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CAPTRUST

Washington, DC

With our centralized model, CAPTRUST’s experts contribute a deep well of resources to keep your plan’s goals top-of-mind. This means we work with you to determine a competitive retirement plan for your organization through our best-in-class client experience. Ready to learn more about our client-first approach? Get in touch with CAPTRUST’s DC office.

Our Team

Jacob Lozier

Vice President | Financial Advisor

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Nicholas Mellone

Vice President | Financial Advisor

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Francetta (Fran) Slacum

Senior Financial Consultant | Relationship Manager

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We serve retirement plan sponsors across a range of niche markets, including higher education and other nonprofit organizations, healthcare, food service, construction, and more. Regardless of industry, we provide exceptional fiduciary guidance by following an established governance process that helps each client meet their fiduciary obligations.

Fran Slacum