CAPTRUST Onboards Wealth Covenant Group (Houston)

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 Lakeside Wealth Management

June 10, 2020

Wealth Management

CAPTRUST Financial Advisors announced that Lakeside Wealth Management, a Chesterton, Indiana-based wealth management and retirement-plan advisory firm with $1.6 billion in assets under advisement, has joined CAPTRUST. The Lakeside team of 27 employees will take on the CAPTRUST name, expanding CAPTRUST's nationwide headcount and increasing its assets under advisement.

CAPTRUST Acquires Normann Financial Group

November 3, 2023

Wealth Management

CAPTRUST Financial Advisors has acquired Normann Financial Group, a 10-member advisory team that oversees more than $1.3 billion in assets, expanding CAPTRUST’s footprint in North Carolina. The deal adds local wealth-management and retirement-plan advisory capabilities to CAPTRUST’s national RIA platform.

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 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.

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.