Recent events
Recent events tied to this brand in public sources.
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2026
Captrust acquires Pacific Sage Partners
Captrust acquired Pacific Sage Partners, an Edmonds, Washington-based registered investment advisor with about $1.1 billion in client assets and an eight-person team.
2022
Captrust acquires Crescent Capital Consulting
Captrust Financial Advisors announced its recent acquisition of Crescent Capital Consulting. Crescent's leaders and 16 other colleagues are joining Captrust, and the transaction adds $1.5 billion in assets.
2021
Ellwood Associates sale to CAPTRUST announced
PCE Investment Bankers announced the sale of Ellwood Associates to CAPTRUST Financial Advisors; the announcement does not state that the transaction had been completed.
2021
CAPTRUST launches Direct Fiduciary retirement solution
CAPTRUST announced the launch of Direct Fiduciary, a retirement-plan solution for small companies developed in collaboration with T. Rowe Price and National Benefit Services. CAPTRUST provides investment management and advice; National Benefit Services handles administration, and T. Rowe Price serves as recordkeeper.
2021
Captrust acquires Genovese Burford & Brothers
Captrust acquired Sacramento-based Genovese Burford & Brothers Wealth & Retirement Plan Management, an RIA with $3.13 billion in assets under advisement. The acquisition expanded Captrust's presence in Northern California.
2021
Captrust acquires PWA Wealth Management
Captrust Financial Advisors acquired PWA Wealth Management, a Pittsburgh-based registered investment adviser that advises on more than $800 million in assets.
2021
Captrust completes acquisition of Portfolio Evaluations
Captrust closed its acquisition of Portfolio Evaluations Inc. (PEI), adding more than $107 billion in assets under advisement and several hundred clients. The deal closed in late 2021; PEI will take on the Captrust brand as part of the deal.
2020
Captrust acquires Plante Moran's retirement advisory practice
Captrust Financial Advisors acquired Plante Moran Financial Advisors' retirement plan advisory practice, which had $6.27 billion in assets. The retirement team advises approximately 200 institutional clients and 240 retirement plans.
2020
Captrust acquired Welch Hornsby
Captrust Financial Advisors acquired Welch Hornsby, an Alabama-based advisory firm. Welch Hornsby was to take on the Captrust name and branding.
2020
Captrust acquires Fountain Financial Associates
Captrust acquired Wilmington, North Carolina-based Fountain Financial Associates, an RIA managing $654 million. Fountain Financial’s 10-person team joined Captrust’s wealth management practice.
2020
CAPTRUST announces acquisition of Fountain Financial Associates
CAPTRUST announced the acquisition of Wilmington, North Carolina-based wealth management practice Fountain Financial Associates. The practice brings five advisers and five support staff and advises on $654 million in assets; the source does not say the acquisition has been completed.