Address

Non-branch Location
Richmond, VA 23235

Contact

Phone: 804.672.4500

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Empowering Organizations Across Richmond with Tailored Financial Insight

Richmond’s vibrant blend of historic institutions, healthcare leaders, and mission-driven nonprofits creates a unique environment for retirement plan strategy. At CAPTRUST Richmond, we take pride in helping organizations navigate these complexities with confidence. Whether supporting a legacy foundation or advising a fast-growing company, we deliver guidance rooted in clarity, consistency, and care. Our team doesn’t just offer solutions—we become an extension of your team, ensuring every decision is aligned with your mission and fiduciary responsibility. It’s how we help Richmond’s changemakers stay focused on their future.

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.

Explore Our Services

Two business people looking at a tablet in an office.
CAPTRUST
Richmond

You need valuable insights. With our centralized model and extensive suite of resources, CAPTRUST’s expert advisors bring a best-in-class client experience that enables you to focus on the needs of your business or organization. Curious to know how CAPTRUST can make a difference for your company? Reach out to your local CAPTRUST office to learn more.

Our Team

Beryl Ball

Principal,
Financial Advisor

Barron (Barry) V. Schmitt

Principal,
Financial Advisor

Francetta (Fran) Slacum

Senior Financial Consultant,
Relationship Manager

CAPTRUST Richmond is dedicated to objective fiduciary practices that help businesses and nonprofit organizations—and their employees—reach their personal and organizational goals for a dignified and secure retirement.
Beryl Ball

Resources

Get Informed

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