CapTrust Advisors, LLC logo

CapTrust Advisors, LLC Employee Directory

Financial ServicesFlorida, United States11-50 Employees

CapTrust Advisors, LLC is an independent investment advisory firm based in Tampa, Florida, with additional offices in Hollywood and Bonita Springs. Founded in 1998, it provides institutional investment consulting services to public and private retirement plans, institutional investors, and private clients, serving as a fiduciary partner in managing and coordinating investment strategies. The firm is 100% owned by active investment consultants, underscoring its emphasis on client-focused oversight and independent guidance within the financial services sector.

Operating within the financial services industry, CapTrust positions itself as a specialized advisory resource for sophisticated clients seeking tailored investment consulting and oversight. Its practice supports diverse client needs, including retirement plans and private investment leadership, by offering independent assessment and coordination of investment programs. The Tampa headquarters anchors its regional presence in Florida, complemented by additional offices as part of its consulting footprint.

Find CapTrust Advisors, LLC employees' phone numbers or email addresses

CapTrust Advisors, LLC Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

CapTrust Advisors, LLC's Leadership

  • Stylized image of a person
    J. G.
    Retirement Plan Consultant / Partner
  • Stylized image of a person
    J. J.
    Director Of Business Development
  • Stylized image of a person
    M. J.
    Administrative Assistant

CapTrust Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Consultant

Contact profiles from CapTrust Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. G.
    Retirement Plan Consultant / Partner
    Jul 01, 2026
  • Stylized image of a person
    J. J.
    Director Of Business Development
    Oct 22, 2024
  • Stylized image of a person
    M. J.
    Administrative Assistant
    Oct 22, 2024

Frequently Asked Questions

What is CapTrust Advisors, LLC known for?

Minus sign iconPlus sign icon
CapTrust Advisors, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore CapTrust Advisors, LLC's company overview page for more information.

What is CapTrust Advisors, LLC's most common email format?

Minus sign iconPlus sign icon
CapTrust Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CapTrust Advisors, LLC email formats with LeadIQ.

How many employees does CapTrust Advisors, LLC have currently?

Minus sign iconPlus sign icon
CapTrust Advisors, LLC has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CapTrust Advisors, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, CapTrust Advisors, LLC's key employees include:

  • Retirement Plan Consultant / Partner: J. G.
  • Director Of Business Development: J. J.
  • Administrative Assistant: M. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.