What departments does CapTrust Wealth Advisors have?

CapTrust Wealth Advisors has employees across 7 departments including Finance, Operations, Information Technology, Analytics, Support.

What is the largest department at CapTrust Wealth Advisors?

The largest department at CapTrust Wealth Advisors is Finance with 5 employees.

Where are CapTrust Wealth Advisors employees located globally?

CapTrust Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has CapTrust Wealth Advisors's team size changed over time?

CapTrust Wealth Advisors's team has grown from approximately 14 to 18 employees based on available data.

CapTrust Wealth Advisors Employee Directory

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

CapTrust Wealth Advisors's key employees include: Advisor | Ceo: B. V., Vice President - Financial Advisor: A. M..

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.

CapTrust Wealth Advisors Global Highlights

North America
52

United States Of America
52

CapTrust Wealth Advisors's Leadership

A. M.
Vice President - Financial Advisor
Mobile Phone
Email
B. V.
Advisor | Ceo
Mobile Phone
Email
B. B. J.
Advisor I Partner
Mobile Phone
Email
S. D.
Advisor | Chief Investment Officer
Mobile Phone
Email
S. P.
Advisor / Partner
Mobile Phone
Email
B. L.
Advisor, Cfo, Coo | Partner
Mobile Phone
Email
K. Z.
Planning Specialist Partner
Mobile Phone
Email
S. P. C.
Advisor Partner
Mobile Phone
Email

CapTrust Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Human Resources
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from CapTrust Wealth Advisors

Name

Title

Contact Info

Location

Last Update

D. E.
Director
Mobile Phone
Email
Oct 23, 2024
K. N.
Senior Managing Director
Mobile Phone
Email
Oct 17, 2024
M. H.
Director Of Analytics
Mobile Phone
Email
Oct 23, 2024
R. L.
Information Technology Director
Mobile Phone
Email
Oct 16, 2024
W. H.
Talent And Finance Director
Mobile Phone
Email
United StatesMichigan
Oct 21, 2025
L. T.
Relationship Manager
Mobile Phone
Email
Oct 22, 2024
E. S.
Senior Investment Research Analyst
Mobile Phone
Email
Oct 22, 2024
J. K.
Sr. Performance Analyst Partner
Mobile Phone
Email
Apr 19, 2024
M. P.
Senior Associate Advisor Support Group
Mobile Phone
Email
Oct 18, 2024
A. F.
Compliance Associate
Mobile Phone
Email
United StatesMichigan
Nov 04, 2025

Frequently Asked Questions

What is CapTrust Wealth Advisors known for?

CapTrust Wealth Advisors was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 85 East 8th Street Holland, Michigan 49423 United States. Explore CapTrust Wealth Advisors's company overview page for more information.

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

CapTrust Wealth Advisors employees' email format typically follows the pattern of . 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?

CapTrust Wealth Advisors has approximately 26 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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

Vice President - Financial Advisor: A. M.
Advisor | Ceo: B. V.
Advisor I Partner: B. B. J.
Advisor | Chief Investment Officer: S. D.
Advisor / Partner: S. P.

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CapTrust Wealth Advisors Employee Directory

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CapTrust Wealth Advisors Global Highlights

North America
52

CapTrust Wealth Advisors's Leadership

CapTrust Wealth Advisors Employee Metrics

Contact profiles from CapTrust Wealth Advisors

Frequently Asked Questions

What is CapTrust Wealth Advisors known for?

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

How many employees does CapTrust Wealth Advisors have currently?

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

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CapTrust Wealth Advisors Employee Directory

Find CapTrust Wealth Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead

CapTrust Wealth Advisors Global Highlights

North America52

CapTrust Wealth Advisors's Leadership

CapTrust Wealth Advisors Employee Metrics

Contact profiles from CapTrust Wealth Advisors

Frequently Asked Questions

What is CapTrust Wealth Advisors known for?

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

How many employees does CapTrust Wealth Advisors have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
52

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