What departments does Freedom One/Cap Trust have?

Freedom One/Cap Trust has employees across 3 departments including Finance, Customer Success, Banking.

What is the largest department at Freedom One/Cap Trust?

The largest department at Freedom One/Cap Trust is Finance with 2 employees.

Where are Freedom One/Cap Trust employees located globally?

Freedom One/Cap Trust has employees across 3 continents and 4 countries including Malaysia, United States Of America, Mexico, Argentina.

How has Freedom One/Cap Trust's team size changed over time?

Freedom One/Cap Trust's team has grown from approximately 2 to 6 employees based on available data.

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.

Freedom One/Cap Trust Global Highlights

North America
123

United States Of America
122
Mexico
1

Asia
1

Malaysia
1

South America
1

Argentina
1

Freedom One/Cap Trust's Leadership

P. P. F.
Vice President Financial Advisor
Mobile Phone
Email
A. S. S.
Senior Vice President
Mobile Phone
Email
T. P.
Vice President
Mobile Phone
Email
A. L. U.
Financial Advisor Relationship Manager
Mobile Phone
Email
A. J. K.
Relationship Manager
Mobile Phone
Email
A. W.
Financial Advisor
Mobile Phone
Email
S. C.
Ordained Minister - Universal Life Church
Mobile Phone
Email
E. B.
Mobile Phone
Email

Freedom One/Cap Trust Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other
Business
Finance
Consultant

Contact profiles from Freedom One/Cap Trust

Name

Title

Contact Info

Location

Last Update

A. S. S.
Senior Vice President
Mobile Phone
Email
Jul 13, 2023
P. P. F.
Vice President Financial Advisor
Mobile Phone
Email
Apr 06, 2023
T. P.
Vice President
Mobile Phone
Email
Jul 23, 2026
A. L. U.
Financial Advisor Relationship Manager
Mobile Phone
Email
Apr 06, 2023
A. J. K.
Relationship Manager
Mobile Phone
Email
Oct 22, 2024
A. W.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
S. C.
Ordained Minister - Universal Life Church
Mobile Phone
Email
Oct 24, 2024
E. B.
Mobile Phone
Email
Jul 23, 2026

Frequently Asked Questions

What is Freedom One/Cap Trust known for?

Freedom One/Cap Trust operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-937-223-****

. Explore Freedom One/Cap Trust's company overview page for more information.

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

Freedom One/Cap Trust employees' email format typically follows the pattern of . 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?

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

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

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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Freedom One/Cap Trust Employee Directory

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