One Advocate Group

One Advocate Group, based in San Antonio, TX, has recently joined forces with CAPTRUST to provide comprehensive wealth planning and investment advice tailored to individuals, executives, business owners, families with complex needs, and professional athletes. They also offer investment advisory and co-fiduciary services for retirement plan sponsors, corporations, educational institutions, healthcare organizations, nonprofits, and government entities.

With a mission to enrich the lives of their clients, colleagues, and communities through sound financial advice, integrity, and service beyond expectation, CAPTRUST advisors at One Advocate Group deliver wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits. Their expertise extends to providing investment advisory services to fiduciaries of corporate retirement plans, ensuring effective total retirement solutions for a diverse range of clients.

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