CAPTRUST Acquires $5 Billion Boston Financial Management

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 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 Fountain Financial Associates

February 11, 2020

Financial Services

CAPTRUST Financial Advisors has added Wilmington, North Carolina-based Fountain Financial Associates to its wealth management practice. The 10-person team, including five advisors, joins CAPTRUST and brings approximately $654 million in assets under management, expanding CAPTRUST's presence in North Carolina.

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 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.