Address

740 University Ave
Sacramento, CA 95825

Contact

Phone: 916.924.7527

Who We Serve

Individuals & Families Retirement Plan Sponsors

Hours

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

See Nearby Locations

Folsom, CA Roseville, CA

Individuals & Families

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.

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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.

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CAPTRUST

Sacramento

We’re proud to serve California through our CAPTRUST Sacramento office. We offer tailored fiduciary services to meet your needs, whether you are seeking solutions for wealth management, retirement planning, risk management, or beyond. Contact us today and discover our unmatched commitment to excellence.

Our Team

Peter Ashby

Vice President,
Financial Advisor

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Josh Bingtan

Senior Associate | Financial Planning

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Kelly Brothers

Principal,
Financial Advisor

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Alex Brown

Principal,
Financial Advisor

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Lon Burford

Principal,
Financial Advisor

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Choosing a financial advisor is a big deal. Take your time, talk to a few different people, and find a comfort level that will allow you to sit in a room with that person and ask difficult questions. You can even ask, “What do you get paid, and how does it come out of my account?” Most people have no idea what they are paying their financial advisor.

Kelly Brothers