CAPTRUST Acquires Meritage Portfolio Management
February 5, 2026
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.
- Buyers
- CAPTRUST Financial Advisors
- Targets
- Meritage Portfolio Management
- Industry
- Financial Services
- Location
- Kansas, United States
- Transaction Type
- Buyout
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