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CapTrust Wealth Advisors

Updated today

Client assets under management

$1,600,820,121

Clients

863

42% high-net worth

Advisors

20

of 26 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

43

Low

Average account size

$1,854,948

About

CapTrust Wealth Advisors serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans, providing integrated wealth planning, investment management, and retirement‑plan advisory services. The firm also offers stand‑alone guidance and planning engagements and sponsors a wrap‑fee program that bundles trading costs into its advisory fee.

CapTrust acts as a fiduciary and manages accounts on both discretionary and non‑discretionary bases, allocating across mutual funds, ETFs, individual equity and debt securities, and independent managers when appropriate. It emphasizes ongoing client engagement and portfolio oversight—assessing risk tolerance, time horizon and liquidity constraints—and will retain or review legacy positions for tax or portfolio‑fit reasons.

Noteworthy features for a multi‑team advisor include managing roughly $2.0 billion in client assets across about 863 clients and an employee‑ownership ownership structure. The firm offers several services that are less common among peers, such as a Short Box Spread Solution for accredited investors, access to privately placed alternative investments, and facilitation of non‑purpose loans and fully paid securities lending via its custodian (Pershing).

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee for Guidance & Planning services, generally $1,500 to $20,000 annually, negotiable.

Percentage

$0+: 0.50% to 1.50% annually (Wealth Planning and Investment Management fees, based on multiple factors) $0+: 0.20% to 1.50% annually (Investment Management Services fees, based on multiple factors) $0+: Up to 0.50% annually (Short Box Spread Strategy fee for Accredited Investors) $0+: Up to 1.00% annually (Retirement Plan Advisory Services fees, may be negotiable)

Other

Account minimum: $3,500 Minimum fee: Minimum relationship fee of $3,500, may be waived at Advisor's discretion. Fee-only: Fixed fees generally range from $1,500 to $20,000 annually for Guidance & Planning only services.

Main office location

CapTrust Wealth Advisors

85 E 8 Th Street, Suite 150

Holland MI 49423, United States

Number of offices

1

Most active in

California · Colorado · Florida · Illinois · Indiana · Louisiana · Michigan · North Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brendon J

Series 66

Holland, MI

CapTrust Wealth Advisors

Brendon Johnson is a financial advisor at CapTrust Wealth Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with CapTrust in various capacities since 2015. Outside of his advisory role, he serves as the treasurer for Zeeland Christian Schools, a local Christian school in Zeeland, Michigan. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of investment vehicles and offers ongoing portfolio monitoring and coordination with independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Rhonda C

Series 66

Holland, MI

CapTrust Wealth Advisors

Rhonda Carter is a financial advisor at CapTrust Wealth Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with CapTrust Wealth Advisors since 2015. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses strategic asset allocation informed by fundamental and technical analysis and implements portfolios through a variety of investment vehicles, offering ongoing monitoring and coordination with independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Scott D

CFP®, Series 65

Holland, MI

CapTrust Wealth Advisors

Scott Demaagd is a CFP® with ten years of industry experience, currently serving at CapTrust Wealth Advisors. He has been with the firm since 2015 and previously worked at the Michigan Ross School of Business from 2014 to 2016. Outside of his advisory role, he volunteers on the boards of Trillium Living, a non-profit healthcare organization, and The Potters House Christian School, where he provides oversight and strategic planning support. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses strategic asset allocation informed by fundamental and technical analysis and manages portfolios through a variety of investment vehicles, providing ongoing oversight and coordination with independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Jason K

Series 63, Series 65

Holland, MI

CapTrust Wealth Advisors

Jason Kooyer is a financial advisor at CapTrust Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CapTrust Wealth Advisors since 2015. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm serves as an ERISA fiduciary, constructs portfolios using strategic asset allocation informed by fundamental and technical analysis, and implements strategies through a variety of investment vehicles including mutual funds, ETFs, and independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Bryan L

Series 66

Holland, MI

CapTrust Wealth Advisors

Bryan Linn is a financial advisor at CapTrust Wealth Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with CapTrust since 2015. Outside of his advisory role, Mr. Linn serves as President of the Board of Directors for Gateway Mission, where he provides financial guidance on budgeting and audits. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach using various investment vehicles and provides ongoing portfolio oversight and coordination with independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Samuel S

Series 65

Holland, MI

CapTrust Wealth Advisors

Samuel Starks is a Series 65-licensed advisor with CapTrust Wealth Advisors in Holland, MI, bringing three years of industry experience. His prior roles include positions at Worksighted, Inc. and various organizations in education and community services. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs strategic asset allocation using a range of investment vehicles and provides ongoing portfolio monitoring and coordination with independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Ronald P

CFP®, Series 65

Holland, MI

CapTrust Wealth Advisors

Ronald Price is a CFP® and holds a Series 65 license, with eight years of industry experience. He has worked at CapTrust Wealth Advisors since 2017 and previously held a position at Henkel. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to a range of clients including individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs strategic asset allocation informed by fundamental and technical analysis and offers diversified investment options including mutual funds, ETFs, individual securities, and private investment vehicles.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Jason B

Series 66

Holland, MI

CapTrust Wealth Advisors

Jason Bruxvoort is a financial advisor with CapTrust Wealth Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at CapTrust Wealth Advisors since 2016 and previously spent five years with Cetera Financial Specialists LLC. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses strategic asset allocation informed by fundamental and technical analysis and implements investment strategies through various vehicles, including mutual funds, ETFs, individual securities, and independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Brian V

Series 63, Series 65

Holland, MI

CapTrust Wealth Advisors

Brian Vandenbrink is a financial advisor at CapTrust Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CapTrust since 2015. Outside of his advisory role, he serves as a board member of DISHER Corporation and owns a real estate holding company. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs strategic asset allocation and a variety of investment vehicles, offering discretionary and non-discretionary account management along with ongoing portfolio oversight.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Shawn P

Series 66

Holland, MI

CapTrust Wealth Advisors

Shawn Pacanowski is a financial advisor at CapTrust Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and has been with CapTrust since 2015. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses strategic asset allocation informed by fundamental and technical analysis and implements strategies through a variety of investment vehicles, offering ongoing monitoring and coordination with independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Ryan T

Series 66

Holland, MI

CapTrust Wealth Advisors

Ryan Tyler is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with CapTrust Wealth Advisors since 2015. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses strategic asset allocation informed by fundamental and technical analysis and manages portfolios through a variety of investment vehicles, offering ongoing monitoring and coordination with independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Kristine Z

Series 63, Series 66

Holland, MI

CapTrust Wealth Advisors

Kristine Zylstra is a financial advisor at CapTrust Wealth Advisors with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with CapTrust Wealth Advisors since 2015. Outside of her advisory role, she is licensed as an insurance agent providing fixed, variable, life, and general insurance policies. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of investment vehicles and provides ongoing portfolio monitoring and coordination with independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Shanon T

Series 66

Holland, MI

CapTrust Wealth Advisors

Shanon Tate is a financial advisor at CapTrust Wealth Advisors with 19 years of industry experience. She holds the Series 66 designation and has been with CapTrust Wealth Advisors since 2015. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses strategic asset allocation informed by fundamental and technical analysis and implements investment strategies through a range of vehicles including mutual funds, ETFs, individual securities, and independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Ashley K

Series 65

Holland, MI

CapTrust Wealth Advisors

Ashley Ketchum is a financial advisor at CapTrust Wealth Advisors with two years of industry experience. She holds a Series 65 designation and previously attended Albion College. CapTrust Wealth Advisors provides wealth planning, investment management, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a strategic asset allocation approach and offers services including discretionary and non-discretionary account management, ongoing portfolio monitoring, and coordination with independent managers.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
user avatar

Benjamin A

CFP®, Series 63, Series 65

Holland, MI

CapTrust Wealth Advisors

Benjamin Anderson is a CFP® professional with eight years of industry experience, currently serving as an advisor at CapTrust Wealth Advisors. His prior roles include positions at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory work, he is involved in insurance sales on a limited basis. CapTrust Wealth Advisors offers wealth planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, high net worth clients, and institutions. The firm employs strategic asset allocation and a variety of investment vehicles, providing both discretionary and non-discretionary account management.

Social Security optimization Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner
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