Freedom One/Cap Trust logo

Freedom One/Cap Trust Employee Directory

Financial ServicesMichigan, United States51-200 Employees

Freedom One/Cap Trust operates in the financial services sector, providing retirement plan and investment advisory services to sponsors of defined contribution plans and to individual investors. The firm emphasizes unbiased guidance, fiduciary oversight, and high-touch education for employees, supported by model portfolios. Based in the Village of Clarkston, Michigan, it serves clients that include emerging market companies seeking retirement plan solutions.

On January 9, 2013, CAPTRUST Financial Advisors announced the acquisition of Freedom One Financial Group, a move aimed at expanding CAPTRUST’s national footprint and its discretionary consulting and participant-advice capabilities. Freedom One, founded by Mark Wayne, has nearly 25 years of history delivering unbiased investment advisory services to sponsors of defined contribution plans and individual investors. The acquisition brought a proven record in discretionary consulting and a platform for scaling operations.

Find Freedom One/Cap Trust employees' phone numbers or email addresses

Freedom One/Cap Trust Global Highlights

Location
Employees

North America
121

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  • United States Of America
    120
  • Mexico
    1

Asia
1

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  • Malaysia
    1

South America
1

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  • Argentina
    1

Freedom One/Cap Trust's Leadership

  • Vice President Financial Advisor at Freedom One/Cap Trust
    P. P. F.
    Vice President Financial Advisor
  • Senior Vice President at Freedom One/Cap Trust
    A. S. S.
    Senior Vice President
  • Vice President at Freedom One/Cap Trust
    T. P.
    Vice President
  • Financial Advisor Relationship Manager at Freedom One/Cap Trust
    A. L. U.
    Financial Advisor Relationship Manager
  • Relationship Manager at Freedom One/Cap Trust
    A. J. K.
    Relationship Manager
  • Financial Advisor at Freedom One/Cap Trust
    A. W.
    Financial Advisor
  • Ordained Minister - Universal Life Church at Freedom One/Cap Trust
    S. C.
    Ordained Minister - Universal Life Church
  • Employee at Freedom One/Cap Trust
    E. B.

Freedom One/Cap Trust Employee Metrics

100%
50%
0%
2026
2025
  • Other
  • Business
  • Banking
  • Finance
  • Consultant

Contact profiles from Freedom One/Cap Trust

Name
Title
Contact
Location
Last Update
  • Senior Vice President at Freedom One/Cap Trust
    A. S. S.
    Senior Vice President
    Jul 13, 2023
  • Vice President at Freedom One/Cap Trust
    T. P.
    Vice President
    Jul 23, 2026
  • Financial Advisor Relationship Manager at Freedom One/Cap Trust
    A. L. U.
    Financial Advisor Relationship Manager
    Apr 06, 2023
  • Relationship Manager at Freedom One/Cap Trust
    A. J. K.
    Relationship Manager
    Oct 22, 2024
  • Financial Advisor at Freedom One/Cap Trust
    A. W.
    Financial Advisor
    Oct 17, 2024
  • Vice President Financial Advisor at Freedom One/Cap Trust
    P. P. F.
    Vice President Financial Advisor
    Apr 06, 2023
  • Ordained Minister - Universal Life Church at Freedom One/Cap Trust
    S. C.
    Ordained Minister - Universal Life Church
    Oct 24, 2024
  • Employee at Freedom One/Cap Trust
    E. B.
    Jul 23, 2026

Frequently Asked Questions

What is Freedom One/Cap Trust known for?

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Freedom One/Cap Trust operates in the Financial Services industry. You can contact Freedom One/Cap Trust's main corporate office by phone at . Explore Freedom One/Cap Trust's company overview page for more information.

What is Freedom One/Cap Trust's most common email format?

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Freedom One/Cap Trust employees' email format typically follows the pattern of First.Last@captrustadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Freedom One/Cap Trust email formats with LeadIQ.

How many employees does Freedom One/Cap Trust have currently?

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Freedom One/Cap Trust has approximately 51 employees as of July 2026. These team members are located across 3 continents, including North America, Asia and South America.

Who are Freedom One/Cap Trust's key employees and leadership?

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As of July 2026, Freedom One/Cap Trust's key employees include:

  • Vice President Financial Advisor: P. P. F.
  • Senior Vice President: A. S. S.
  • Vice President: T. P.
  • Financial Advisor Relationship Manager: A. L. U.
  • Relationship Manager: A. J. K.

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