CAPTRUST Acquires Carolinas Investment Consulting (CIC)
March 5, 2025
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.
- Buyers
- CAPTRUST Financial Advisors
- Targets
- Carolinas Investment Consulting (doing business as Carolinas Wealth Consulting)
- Industry
- Wealth Management
- Location
- North Carolina, United States
- Transaction Type
- Buyout
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