CAPTRUST Acquires Lakeside Wealth Management

CAPTRUST Acquires Alpha Cubed Investments

February 12, 2026

Wealth Management

CAPTRUST Financial Advisors announced that Alpha Cubed Investments (ACI), a Southern California wealth management firm with approximately $3.8 billion in AUM, joined CAPTRUST in January 2026 and will adopt the CAPTRUST brand. The move expands CAPTRUST’s advisory presence in Southern California and adds ACI’s advisor team and capabilities to CAPTRUST’s platform.

CAPTRUST Acquires Ellwood Associates to Expand Endowment & Foundation Offering

August 26, 2021

Financial Services

CAPTRUST Financial Advisors has agreed to acquire Chicago-based Ellwood Associates, adding the firm's endowment, foundation and retirement-plan practice and bringing approximately 55 Ellwood employees into CAPTRUST. The deal expands CAPTRUST’s alternative investments and endowment & foundation capabilities and gives the firm its first Chicago office; the transaction was announced August 26, 2021 and expected to close in Q4 2021.

CAPTRUST Acquires Patriot Pension Advisors

October 19, 2022

Financial Services

CAPTRUST Financial Advisors acquired Massachusetts-based Patriot Pension Advisors, a retirement-plan specialist that oversees roughly $900 million in client assets. MidCap Advisors served as Patriot Pension Advisors' exclusive financial advisor; Patriot's leaders Ted Burke and Michelle Marchionni will continue to run the business as CAPTRUST expands its Northeast footprint.

CAPTRUST Acquires Campbell Wealth Management and TruNorth Wealth Partners

December 27, 2024

Financial Services

CAPTRUST Financial Advisors has acquired Campbell Wealth Management (Alexandria, Virginia) and TruNorth Wealth Partners (St. Paul, Minnesota), adding a combined $1.97 billion in client assets and expanding its geographic footprint. The deals bring 33 colleagues from Campbell (with $1.4 billion in assets) and 10 colleagues from TruNorth (with $570 million in assets) to CAPTRUST; financial advisors Houlihan Lokey and Advisor Growth Strategies served as advisors to Campbell and TruNorth, respectively.

CAPTRUST Acquires Meritage Portfolio Management

February 5, 2026

Financial Services

CAPTRUST Financial Advisors has onboarded Meritage Portfolio Management, a Kansas City–based wealth and investment management firm with $2.4 billion in client assets. The Meritage team of 17 colleagues (including nine advisors) joined CAPTRUST in a deal that closed in December 2025 and will operate under the CAPTRUST brand; Houlihan Lokey served as Meritage's financial advisor.

CAPTRUST Acquires Carolinas Investment Consulting (CIC)

March 5, 2025

Wealth Management

CAPTRUST Financial Advisors has acquired Carolinas Investment Consulting (doing business as Carolinas Wealth Consulting), a Charlotte-based registered investment advisor overseeing about $1.4 billion in client assets and a 20-person team. CIC will adopt the CAPTRUST brand, close its broker/dealer and move accounts to CAPTRUST's broker/dealer (pending regulatory approval); the deal establishes CAPTRUST's second Charlotte location.