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Kipp G. Small, CRSP

Kipp G. Small, CRSP

Senior Financial Advisor

  • Barrington, RI
  • The Old Man and the Sea | Shawshank Redemption
  • My grandfather, Don Miguel Ruiz, and Earnest Hemingway
  • Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.
  • Candor, perseverance, and willingness to try something new

Financial Advisors

Kipp is a retirement plan advisor who works out of the Tampa, FL office. 

Kipp joined CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Kipp serves as a financial advisor and is responsible for providing retirement plan and investment advisory services to fiduciaries of corporate retirement plans. He is motivated to enhance participation education and outcomes and to provide strategic plan management.

Prior to joining the firm, Kipp worked as a principal retirement plan consultant at Mercer and has worked in the industry since 1991. When he is not in the office or with a client, Kipp enjoys being outdoors and on the water.


  • Bachelor of Arts degree in economics from Denison University

Industry Designations

  • Certified Retirement Services Professional

Awards & Recognition

  • Barron’s Top 50 Institutional Consulting Teams | 2020 (Team Eskamani)
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)
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