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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
52

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  • United States Of America
    52

CapTrust Wealth Advisors's Leadership

  • Stylized image of a person
    A. M.
    Vice President - Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. V.
    Advisor | Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B. J.
    Advisor I Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. D.
    Advisor | Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Advisor / Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. L.
    Advisor, Cfo, Coo | Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. Z.
    Planning Specialist Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P. C.
    Advisor Partner
    Phone icon
    Mobile Phone

CapTrust Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from CapTrust Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. B. J.
    Advisor I Partner
    Phone icon
    Mobile Phone
    United StatesMichigan
    Nov 04, 2025
  • Stylized image of a person
    B. V.
    Advisor | Ceo
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Feb 25, 2026
  • Stylized image of a person
    S. D.
    Advisor | Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesMichigan
    Apr 20, 2026
  • Stylized image of a person
    S. P.
    Advisor / Partner
    Phone icon
    Mobile Phone
    May 27, 2025
  • Stylized image of a person
    B. L.
    Advisor, Cfo, Coo | Partner
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jul 26, 2024
  • Stylized image of a person
    K. Z.
    Planning Specialist Partner
    Phone icon
    Mobile Phone
    United StatesMichigan
    Oct 21, 2024
  • Stylized image of a person
    S. P. C.
    Advisor Partner
    Phone icon
    Mobile Phone
    May 09, 2025
  • Stylized image of a person
    A. M.
    Vice President - Financial Advisor
    Phone icon
    Mobile Phone
    Sep 17, 2024
  • Stylized image of a person
    J. D.
    Senior Vice President
    Phone icon
    Mobile Phone
    Jan 10, 2024
  • Stylized image of a person
    R. T.
    It & Facilities Director
    Phone icon
    Mobile Phone
    United StatesMichigan
    Apr 09, 2026

Frequently Asked Questions

What is CapTrust Wealth Advisors known for?

Minus sign iconPlus sign iconCapTrust Wealth Advisors was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 85 East 8th Street Holland, Michigan 49423 United States. Explore CapTrust Wealth Advisors's company overview page for more information.

What is CapTrust Wealth Advisors's most common email format?

Minus sign iconPlus sign iconCapTrust Wealth Advisors employees' email format typically follows the pattern of . 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?

Minus sign iconPlus sign iconCapTrust Wealth Advisors has approximately 26 employees as of June 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 June 2026, CapTrust Wealth Advisors's key employees include:

  • Vice President - Financial Advisor: A. M.
  • Advisor | Ceo: B. V.
  • Advisor I Partner: B. B. J.
  • Advisor | Chief Investment Officer: S. D.
  • Advisor / Partner: S. P.

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