CAPTRUST Acquires Alpha Cubed Investments
February 12, 2026
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.
- Buyers
- CAPTRUST Financial Advisors
- Targets
- Alpha Cubed Investments (ACI)
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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