Today we welcome our seventh acquisition this year, Virginia-based RIA Davidson & Garrard. Our growth engine proved to be the right solution for creating better outcomes for their clients and shareholders.
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CAPTRUST today announced that the Tampa, FL-based investment advisor CapTrust Advisors, has joined the CAPTRUST family. The combined organization will now operate in 34 offices nationwide and advise on more than $243 billion in client assets.
CAPTRUST, a leading independent wealth management and retirement plan advisory firm, today announced that Austin, Texas-based InTrust Fiduciary Group, which specializes in institutional retirement consulting, has joined the CAPTRUST family.
CAPTRUST has announced the hiring of Kevin D. Barry as chief investment officer. Barry will lead the firm’s Consulting Research Group, the 11-person team responsible for investment manager due diligence, asset allocation, and discretionary investment management for the firm’s advisory businesses.
Minneapolis-based Windsor Financial Group, which provides investment and wealth planning for individuals and institutional clients, has joined CAPTRUST. The thirty-year old firm with a team of twelve, has deep experience in wealth management and financial planning.
CAPTRUST, a leading independent wealth management and retirement plan advisory firm, today announced that advisors David Haire, Josh Haire, and Bridget Mitchell, formerly of HBK Wealth Management, have merged their practice with the firm.