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Captrust to Buy $4 Billion Midwest RIA

Captrust Financial Advisors, an independent registered investment advisor, has purchased Frontier Wealth Management, an RIA with 46 employees and $4 billion in client assets. Frontier,...

Captrust Buys Texas-Based RIA with $2.6 Billion in Client Assets

Captrust Financial Advisors, an independent registered investment advisor, has purchased Covenant Multifamily Offices, a Texas-based wealth management firm with more than $2.6 billion in...

Captrust Appoints Former Raymond James Exec as Chief Financial Officer

Captrust Financial Advisors, an independent registered investment advisor, has appointed Robert Miller to the role of chief financial officer. As CFO, Miller oversees the company's...

Captrust Names Head of Wealth Management Group, Reports Record Growth for...

Captrust Financial Advisors, an independent registered investment advisor, has promoted Eddie Welch to managing principal for the wealth management group. The firm also reported...

Captrust Expands into Southwest Market with Latest RIA Purchase

Captrust Financial Advisors, an independent registered investment advisor, has purchased Phoenix-based MRA Associates, a 59-person firm with $3.3 billion in assets under management. Financial...

Captrust Buys $1.6 Billion Lakeside Wealth Management

Captrust Financial Advisors, an independent registered investment advisor, has acquired Chesterton, Indiana-based Lakeside Wealth Management, a wealth management firm with $1.6 billion in assets...

Captrust Secures Private Equity Funding from GTCR

Captrust Financial Advisors, an independent registered investment advisor with $390 billion in client assets under advisement, has received a 25 percent minority growth investment...

Captrust Acquires $5.5 Billion RIA

Captrust Financial Advisors, an independent registered investment advisor with more than $368 billion in client assets under advisement, has acquired Montgomery, Alabama-based Welch Hornsby...