Vice President | Financial Advisor Local operation staff · Official source ↗
Lisa Caito
Director | Retirement Plan Consulting Local operation staff · Official source ↗
Amanda Calvert
Financial Advisor | Relationship Manager Local operation staff · Official source ↗
Mark W. Chamberlain
Principal | Financial Advisor Local operation staff · Official source ↗
Edward A. Cheatham
Vice President | Financial Advisor Local operation staff · Official source ↗
Michael DeLeon
Financial Advisor | Relationship Manager Local operation staff · Official source ↗
Craig Draper
Vice President | Financial Advisor Local operation staff · Official source ↗
Chris Frain
Financial Advisor | Relationship Manager Local operation staff · Official source ↗
Kirk Futrell
Financial Advisor | Relationship Manager Local operation staff · Official source ↗
Cory Helmbrecht
Financial Advisor | Relationship Manager Local operation staff · Official source ↗
Kris Hornyak
Financial Advisor | Relationship Manager Local operation staff · Official source ↗
Wendy W. Loehr
Vice President | Financial Advisor Local operation staff · Official source ↗
Chip Mang
Principal | Financial Advisor Local operation staff · Official source ↗
Hunter Mang
Financial Advisor | Relationship Management Local operation staff · Official source ↗
Megan Marshall
Financial Advisor | Relationship Manager Local operation staff · Official source ↗
John Masterson
Vice President | Financial Advisor Local operation staff · Official source ↗
Tom Muldowney
Vice President | Financial Advisor Local operation staff · Official source ↗
Workforce
Company-wide headcount
Not yet publicly verified
Indiana headcount
Not yet publicly verified
Company-wide, Indiana, local and parent figures are shown separately. Reporting dates may be older than the date checked. Unavailable figures remain unverified.
CAPTRUST announced that Pacific Sage Partners (PSP), an Edmonds, Washington–based wealth management firm led by founder and CEO Mark Anderson, has joined CAPTRUST. CAPTRUST said PSP advises on approximately $1.1 billion in client assets and is an eight-person team. The firm noted PSP will adopt the CAPTRUST brand and that the addition expands CAPTRUST’s presence in the Pacific Northwest, where CAPTRUST already has offices in Wenatchee and Bellevue, Washington.
CAPTRUST announced on October 21, 2026 that a Raleigh-based wealth management team led by Clark Abbott and Robert Hartinger has joined the firm. The practice, founded in 2021 and previously part of RHA Wealth, serves over 190 clients and manages more than $300 million in client assets. The team will move into CAPTRUST’s headquarters with three additional colleagues, adopt the CAPTRUST brand, and join a firm CAPTRUST says employs over 2,000 nationwide (over 590 in North Carolina).
CAPTRUST announced that twelve of its advisors were named to the National Association of Plan Advisors (NAPA) 2026 Top Women of Excellence list. The firm stated the recognized advisors were listed in NAPA’s Captains category and provided the names of the twelve individuals. CAPTRUST said selection was based on nominee-submitted data (including plan size, advisor revenue percentage, and total dollar value of defined contribution/defined benefit business) as of September 2026, and that neither CAPTRUST nor its advisors paid a fee to NAPA.
CAPTRUST announced that the Hoge-Barrett Group, a 13-person wealth management team led by Brett Hoge in Winston-Salem, North Carolina, has joined the firm. The team has served individuals and families representing more than $3 billion in client assets. CAPTRUST said the addition will expand its North Carolina footprint and provide the team with enhanced technology, investment research, and wealth planning capabilities while preserving local client relationships and identity.
