CAPTRUST’s San Antonio-based experts advise high-net-worth individuals, families, and business owners as well as provide investment support and solutions for nonprofits with endowments and foundations.
Phone: 210.824.8916
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
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.
Client experience is crucial to maintaining a productive relationship—that’s something CAPTRUST excels at. Our highly skilled advisors maintain a deep bench of resources to ensure our clients receive objective advice that furthers their goals. Get in touch with our first San Antonio branch to find out more about our dedication to your financial success.
Vice President,
Financial Advisor
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Vice President,
Financial Advisor
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Senior Associate / Relationship Manager
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Financial Advisor,
Relationship Manager
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Principal,
Financial Advisor
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