Address

115 Wild Basin Road S. #225
Austin, TX 78746

Contact

Phone: 512.342.2272

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

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

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

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

Austin

Backed by a national network of industry experts, CAPTRUST takes pride in providing Austin residents with financial advice they can trust. No matter the challenge, each CAPTRUST advisor delivers unparalleled solutions and expertise to propel you or your business forward. Gain access to advisory services that keep your needs top-of-mind. Contact your local Austin office today.

Our Team

Kirkland Caison

Vice President,
Financial Advisor

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Kim Cornwell

Senior Vice President,
Financial Advisor

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Lisa Fox Danford

Principal,
Financial Advisor

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Peter DiNardo

Senior Vice President,
Financial Advisor

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Sam Dreibelbis

Vice President,
Financial Advisor

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With CAPTRUST, clients have multiple tools available to help them feel more confident managing their life and financial goals. This support helps provide peace of mind, even when the unexpected happens.

Lisa Fox Dandord