CAPTRUST — Financial Consultant, Houston
Financial Consultant in Houston — Fiduciary partnerships for plan sponsors
Financial consultant · Houston, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 1 months ago
Corroborated public sources
- ✓ Official Website
Key Facts
- Category
- Financial Consultant
- Location
- Houston, United States
- Known For
- Fiduciary partnerships for plan sponsors, Personalized financial advice nationwide
AI Summary
CAPTRUST operates as a financial consultant based in Houston, United States. The firm offers specialized services including wealth planning and portfolio management, along with retirement plan sponsorship services. It also provides endowment and foundation advisory, focusing on fiduciary partnerships and personalized financial advice for its client base.
Quick Answer
CAPTRUST operates as a financial consultant based in Houston, United States. The firm offers specialized services including wealth planning and portfolio management, along with retirement plan sponsorship services. It also provides endowment and foundation advisory, focusing on fiduciary partnerships and personalized financial advice for its client base. Key services include Wealth Planning and Portfolio Management, Retirement Plan Sponsorship Services, Endowment and Foundation Advisory.
This business is typically used for fiduciary partnerships for plan sponsors and personalized financial advice nationwide.
Common Questions
- What services does CAPTRUST provide?
- CAPTRUST provides Wealth Planning and Portfolio Management, Retirement Plan Sponsorship Services, Endowment and Foundation Advisory.
- Where is CAPTRUST located?
- CAPTRUST is based in Houston, United States and serves Houston.
- Who is CAPTRUST for?
- CAPTRUST serves Organizations sponsoring retirement plans and Leaders of endowments and foundations.
What this business does
CAPTRUST is a financial consultant based in Houston, United States.
- Provides Wealth Planning and Portfolio Management and Retirement Plan Sponsorship Services
- Specializes in fiduciary partnerships for plan sponsors
- Serves organizations sponsoring retirement plans
Structured summary
Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 5 independent public sources. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 92% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- CAPTRUST
- Category
- Financial Consultant
- Industry
- Financial Consultant
- Location
- Houston, United States
- Official website
- https://www.captrust.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/captrust-houston-205e
- Summary
- CAPTRUST operates as a financial consultant based in Houston, United States. The firm offers specialized services including wealth planning and portfolio management, along with retirement plan sponsorship services. It also provides endowment and foundation advisory, focusing on fiduciary partnerships and personalized financial advice for its client base.
- AI readability score
- 38
- Data Consistency
- 92% (checked 2026-07-01)
- Verification Status
- Auto-indexed
- Sources cross-checked
- 5 independent public sources
Location
1001 McKinney St #1730Houston, Texas
77002
US
About CAPTRUST
CAPTRUST operates as a financial consultant based in Houston, United States. The firm offers specialized services including wealth planning and portfolio management, along with retirement plan sponsorship services. It also provides endowment and foundation advisory, focusing on fiduciary partnerships and personalized financial advice for its client base.
Service areas
- Houston
Target audience
- Organizations sponsoring retirement plans
- Leaders of endowments and foundations
Specialties
- Fiduciary partnerships for plan sponsors
- Personalized financial advice nationwide
Social profiles
Verification
Frequently asked questions
What types of individual investors do you serve?
We serve individual investors, executives and business owners, families with complex needs, and professional athletes.
What services are available for individual investors?
Services include account aggregation, cash flow planning, charitable gift planning, and education, estate, and legacy planning.
What services do you provide for executives and business owners?
We offer business succession planning, corporate benefits planning, and education, estate, and legacy planning.
Business hours
- Monday
- 08:00 – 17:00
- Tuesday
- 08:00 – 17:00
- Wednesday
- 08:00 – 17:00
- Thursday
- 08:00 – 17:00
- Friday
- 08:00 – 15:30
- Saturday
- Closed
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +17132270100
Official website: https://www.captrust.com/