Address

9100 Keystone Crossing #700
Indianapolis, IN 46240

Contact

Phone: 317.663.6500

Who We Serve

Individuals & Families

Hours

Mon–Fri, 8:00 am–5:00 pm

Additional Info

Investment Performance Reporting Portal Financial Planning Portal

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.

Explore Our Services

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CAPTRUST

Indianapolis Financial Advisors

Our Indianapolis team of financial planners provides holistic wealth management, investment advice, financial planning, and tax services for individuals, couples, families, small business owners, and more.

Our Team

Charlsie Ashlock

Senior Consultant / Relationship Manager

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Casey Bollock

Senior Consultant/ Relationship Manager

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Mariah Day

Senior Associate | Relationship Manager

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Mark DePrez

Senior Consultant / Relationship Manager

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Maureen Goodman

Senior Associate | Relationship Manager

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Culture is the foundation of our success. It’s about more than just business; it’s about creating a positive, ethical environment where every employee has a stake in our collective future.

Fielding Miller