Address

330 John Carlyle Street #400
Alexandria, VA 22314

Contact

Phone: 703.535.5300

Who We Serve

Individuals & Families

Hours

Mon–Fri, 8:30 am–5:00 pm

Additional Info

Client Portal Charles Schwab & Co.

See Nearby Locations

Washington, DC

Upcoming Events

For Future Clients:

Register for one of our upcoming seminars offered through The Prepare Institute. To find a seminar that one of our skilled Financial Advisors will lead, please search “Virginia” in the “Keyword” box, after clicking the link below.

For Current Clients:

Stay tuned! Our next event will be posted here soon!

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

A couple in a red convertible driving down a country road.

CAPTRUST

Alexandria

The team in Alexandria focuses on providing comprehensive financial and retirement plans as a part of every relationship. We believe that our client-centric approach is the right way to guide clients on their financial journeys.

Our Team

Andrew Ataras

Financial Advisor | Relationship Manager

View Profile

Nathan Blumenschein

Vice President | Financial Advisor

View Profile

Lahari Bucchammolla

Senior Associate | Business Development

View Profile

Kelly Campbell

Principal | Financial Advisor

View Profile

Rich Clement

Principal | Financial Advisor

View Profile

View All

We are committed to growth through strategic partnerships that align with our core values and enhance our ability to serve our clients’ diverse needs.

Fielding Miller