Contact

Phone: 229.888.5346

Hours

Mon–Fri, 8:30 am–5:00 pm

Endowments & Foundations
Individuals
Retirement Plan Sponsors

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
Albany

We understand Georgians value a working relationship founded on trust. At CAPTRUST, we built our company and our values on just that. Our team of advisors utilize their expertise to offer personalized wealth management and investment advisory services you can rely on. Contact CAPTRUST in Albany, GA, and take the next step toward reaching your financial goals.

Our Team

Rob Richardson

Senior Vice President,
Financial Advisor

We know the peace of mind that comes from having one’s financial house in order, and we pride ourselves on partnering with clients to help them achieve that sense of calm.
Rob Richardson

Resources

Get Informed

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