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CapTrust Wealth Advisors Employee Directory

Financial ServicesMichigan, United States11-50 Employees

CapTrust Wealth Advisors is a financial services firm organized as a Registered Investment Advisor (RIA) and based in Holland, Michigan. It provides investment advisory and related services to clients across the United States. The firm maintains the necessary registrations and licenses in the states where it conducts business and only responds to clients in a given state after meeting regulatory requirements. The company employs between 11 and 50 professionals. Reported revenue is in the tens of millions of dollars.

Find CapTrust Wealth Advisors employees' phone numbers or email addresses

CapTrust Wealth Advisors Global Highlights

Location
Employees

North America
51

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  • United States Of America
    51

CapTrust Wealth Advisors's Leadership

  • Vice President - Financial Advisor at CapTrust Wealth Advisors
    A. M.
    Vice President - Financial Advisor
    Mobile Phone
  • Vice President Financial Advisor at CapTrust Wealth Advisors
    G. C.
    Vice President Financial Advisor
    Mobile Phone
  • Vice President Financial Advisor at CapTrust Wealth Advisors
    P. M.
    Vice President Financial Advisor
    Mobile Phone
  • Vice President Financial Advisor at CapTrust Wealth Advisors
    R. A.
    Vice President Financial Advisor
    Mobile Phone
  • Advisor Partner at CapTrust Wealth Advisors
    S. P. C.
    Advisor Partner
    Mobile Phone
  • Senior Vice President at CapTrust Wealth Advisors
    J. D.
    Senior Vice President
    Mobile Phone
  • Director at CapTrust Wealth Advisors
    D. E.
    Director
    Mobile Phone
  • Senior Managing Director at CapTrust Wealth Advisors
    K. N.
    Senior Managing Director
    Mobile Phone

CapTrust Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Other

Contact profiles from CapTrust Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Team Leader Of Retirement Plan Services Captrust Company at CapTrust Wealth Advisors
    J. H.
    Team Leader Of Retirement Plan Services Captrust Company
    Mobile Phone
    Oct 24, 2024
  • Relationship Manager at CapTrust Wealth Advisors
    L. T.
    Relationship Manager
    Mobile Phone
    Oct 22, 2024
  • Senior Manager at CapTrust Wealth Advisors
    S. K.
    Senior Manager
    Mobile Phone
    Oct 22, 2024
  • Team Leader at CapTrust Wealth Advisors
    S. H.
    Team Leader
    Mobile Phone
    Oct 23, 2024
  • Sr. Performance Analyst Partner at CapTrust Wealth Advisors
    J. K.
    Sr. Performance Analyst Partner
    Mobile Phone
    Jun 03, 2026
  • Senior Associate Advisor Support Group at CapTrust Wealth Advisors
    M. P.
    Senior Associate Advisor Support Group
    Mobile Phone
    Oct 18, 2024
  • Private Wealth Advisor at CapTrust Wealth Advisors
    R. P.
    Private Wealth Advisor
    Mobile Phone
    Sep 12, 2026
  • Associate at CapTrust Wealth Advisors
    A. F.
    Associate
    Mobile Phone
    Oct 21, 2024
  • Financial Planning Specialist at CapTrust Wealth Advisors
    B. A.
    Financial Planning Specialist
    Mobile Phone
    Nov 04, 2025
  • Retirement Plan Assistant at CapTrust Wealth Advisors
    F. W.
    Retirement Plan Assistant
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is CapTrust Wealth Advisors known for?

Minus sign iconPlus sign iconCapTrust Wealth Advisors was founded in 1997 and operates in the Financial Services industry. Explore CapTrust Wealth Advisors's company overview page for more information.

What is CapTrust Wealth Advisors's most common email format?

Minus sign iconPlus sign iconCapTrust Wealth Advisors employees' email format typically follows the pattern of First.Last@ctfa.com. Trying to find reliable and up-to-date employee contact data? Find more CapTrust Wealth Advisors email formats with LeadIQ.

How many employees does CapTrust Wealth Advisors have currently?

Minus sign iconPlus sign iconCapTrust Wealth Advisors has approximately 25 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are CapTrust Wealth Advisors's key employees and leadership?

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As of August 2026, CapTrust Wealth Advisors's key employees include:

  • Vice President - Financial Advisor: A. M.
  • Vice President Financial Advisor: G. C.
  • Vice President Financial Advisor: P. M.
  • Vice President Financial Advisor: R. A.
  • Advisor Partner: S. P. C.

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