CAPTRUST Acquires Patriot Pension Advisors

CAPTRUST Acquires $5 Billion Boston Financial Management

November 29, 2024

Wealth Management

CAPTRUST Financial Advisors has acquired Boston Financial Management, adding nearly $5 billion of client assets and 45 colleagues across Boston, Cape Cod (Massachusetts) and Portland (Maine). As part of the transaction BFM founder Richard H. Morse will retire; Berkshire Global Advisors served as BFM's financial advisor.

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 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 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 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 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.