Freedom One/Cap Trust Employee Directory

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

Freedom One/Cap Trust has approximately 51 employees.

Financial ServicesMichigan, United States51-200 Employees

January 9, 2013 - CAPTRUST Financial Advisors, one of the nation’s leading independent retirement plan advisory firms, announced its acquisition of Freedom One Financial Group, a retirement advisory firm specializing in providing retirement plan and investment advisory services to emerging market companies. This acquisition echoes CAPTRUST’s ongoing strategic commitment to expanding its national footprint, attracting the industry’s best talent, and deepening its expertise in full-service discretionary consulting and participant advice. Freedom One, headquartered in Clarkston, Michigan, has nearly a 25-year history of providing unbiased investment advisory services to its clients—sponsors of defined contribution plans and individual investors. Founded by Mark Wayne, the firm is known for its industry-leading combination of model portfolios, high-touch employee education and advice, and fiduciary oversight. This acquisition brings to CAPTRUST a 10-year proven record of discretionary consulting results, a long list of happy clients, and a platform that will allow it to scale its operations.

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

Freedom One/Cap Trust Global Highlights

North America
124

United States Of America
123
Mexico
1

Asia
1

Malaysia
1

South America
1

Argentina
1

Freedom One/Cap Trust's Leadership

A. S.
Vice President And Financial Advisor
Mobile Phone
Email
C. C. S.
Vice President - Financial Advisor
Mobile Phone
Email
K. S.
Vice President Financial Advisor
Mobile Phone
Email
P. P.
Vice President Financial Advisor
Mobile Phone
Email
P. P. F.
Vice President Financial Advisor
Mobile Phone
Email
S. P.
Partner
Mobile Phone
Email
T. P.
Vice President
Mobile Phone
Email
J. A.
Director - Tax And Client Advisor
Mobile Phone
Email

Contact profiles from Freedom One/Cap Trust

Name

Title

Contact Info

Location

Last Update

B. B.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
C. Y.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
C. P.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
C. B.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
D. A.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
D. R.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
E. B.
Associate - Technology Support - It Infrastucture
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
E. B.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
E. J.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
E. P.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023

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 December 2025. 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 December 2025, Freedom One/Cap Trust's key employees include:

Vice President And Financial Advisor: A. S.
Vice President - Financial Advisor: C. C. S.
Vice President Financial Advisor: K. S.
Vice President Financial Advisor: P. P.
Vice President Financial Advisor: P. P. F.

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