Non-branch Location
Washington, DC 20036


Phone: 800.216.0645


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

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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.
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

Jason Bart

Financial Advisor,

Nicholas Mellone

Vice President,
Financial Advisor

Francetta (Fran) Slacum

Senior Financial Advisor,
Relationship Manager

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


Get Informed

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