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

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
  • Retirement Plan Consultant at CapTrust Wealth Advisors
    J. G.
    Retirement Plan Consultant
    Oct 16, 2024
  • Client Services at CapTrust Wealth Advisors
    M. J.
    Client Services
    Oct 17, 2024
  • Financial Advisor Captrust Company at CapTrust Wealth Advisors
    R.
    Financial Advisor Captrust Company
    Oct 23, 2024
  • Facilities Project Planner at CapTrust Wealth Advisors
    R. J.
    Facilities Project Planner
    Oct 16, 2024
  • Administrative Associate at CapTrust Wealth Advisors
    S. C.
    Administrative Associate
    Oct 24, 2024
  • Basketball Official at CapTrust Wealth Advisors
    T. S.
    Basketball Official
    Oct 23, 2024

Frequently Asked Questions

What is CapTrust Wealth Advisors known for?

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CapTrust 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?

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CapTrust 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?

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CapTrust 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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