Address

Non-branch Location
Richmond, VA 23235

Contact

Phone: 804.672.4500

Who We Serve

Retirement Plan Sponsors

Hours

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

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

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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

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Barron (Barry) V. Schmitt

Principal,
Financial Advisor

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Francetta (Fran) Slacum

Senior Financial Advisor,
Relationship Manager

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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