CAPTRUST
Financial Advisors
· Lexington, VA
Published in partnership with CAPTRUST
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CAPTRUST's Lexington office delivers comprehensive wealth management and financial advisory services to individuals, families, retirement plan sponsors, endowments, and foundations. Led by Principal Financial Advisor David J. Hansen and supported by a team of experienced advisors, they specialize in investment management, wealth planning, family governance, philanthropic strategies, fiduciary services, and retirement plan administration. Their centralized model combines local expertise with firm-wide resources to serve high-net-worth clients, nonprofit organizations, and employers seeking to optimize their financial and retirement strategies.
Best for: Nonprofit endowment and foundation leaders, high-net-worth individuals seeking wealth planning, employers managing retirement plans, families with complex financial and philanthropic needs
Service area: Lexington, Virginia and surrounding areas
Specialized Nonprofit Expertise: CAPTRUST offers tailored services for endowments and foundations, including OCIO services, committee education, donor development, and performance reporting—expertise most general financial advisors lack.
Comprehensive Retirement Plan Services: They serve thousands of employer organizations as 3(21), 3(38), and OCIO service providers, handling fiduciary partnerships, plan design optimization, and employee financial wellness programs.
Multi-Client-Type Approach: Rather than focusing on one segment, CAPTRUST effectively serves high-net-worth individuals, nonprofit leaders, and corporate retirement plan sponsors under one coordinated advisory model.
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Phone: (540) 464-9100
Address: 15C N Randolph St, Lexington, VA 24450 (Get directions)
Website: captrust.com