2 days ago
South Texas Money Management Announces Plans to Join CAPTRUST
CAPTRUST is a leading independent wealth management and institutional investment...
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7812 McEwen Road,
Suite 400
Dayton,
OH
45459
Phone: 937.223.0600
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Our Team
The CAPTRUST Dayton office specializes in providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners.
News & Resources
Announcements
Wealth Management
3 days ago
Anxious August
It’s August. School hasn’t started yet, and many families are...
Retirement Plans
2 weeks ago
Fiduciary Update | August 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle touches on...
Wealth Management
4 weeks ago
Investment Strategy | July 2019
In this edition of Investment Strategy, readers hear from CAPTRUST’s...
Wealth Management
1 month ago
A Look Inside VESTED with the Editor in Chief
Want to know more about VESTED? Get a look behind-the-scenes...
Resources
2 months ago
High Earners Face Retirement Challenges
More money can help employees get ahead financially, but even...
VESTED Magazine
2 months ago
Mission for Nutrition
After Doug Rauch embarked on a fellowship program for retired...
Endowments & Foundations
4 months ago
Transparent Reputations and Nonprofit Organizations
Transparency matters for today’s charitable donor. About a third of...
Announcements
2 months ago
VESTED, Summer 2019
We are pleased to announce that the Summer 2019 issue...
Announcements
2 years ago
CAPTRUST Named to DBJ’s List of Top Money Management Firms
The Dayton Business Journal (DBJ) has ranked CAPTRUST number 17...
Announcements
3 years ago
CAPTRUST’s Carlson Named One of the Dayton Region’s Fifty Most Influential Women
CAPTRUST’s Kathleen Carlson was recognized as one of the Dayton...
Announcements
4 years ago
Parker Carlson & Johnson Joins CAPTRUST
CAPTRUST announced that it will merge Parker Carlson & Johnson...