CAPTRUST Acquires Campbell Wealth Management and TruNorth Wealth Partners
December 27, 2024
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.
- Buyers
- CAPTRUST Financial Advisors
- Targets
- Campbell Wealth Management, TruNorth Wealth Partners
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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