North Carolina-based Captrust Financial Advisors has acquired Windsor Financial Group, a Minnesota-based advisory business, for an undisclosed sum.
Windsor, set up in 1986, offers wealth management and financial planning services and employs 12 staff. The firm is led by founder Tyron Estlick and president David Koch.
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Captrust CEO J. Fielding Miller said: "As we have identified and merged with outstanding financial firms over the last decade, much has been made of our strategy in the media, along with our size and scale.
"And while flattering, the reality is in fact quite simple – we only bring on the best of the best. Windsor fits the bill and we're honored they chose to join us at CAPTRUST."
Captrust senior vice president and financial adviser Dan Esch added: "Many of our institutional clients are demanding that we bring the same high-quality advice to their executive ranks that we deliver to their company retirement plans. Windsor will help us to do that."
Captrust currently has 121 advisers across 30 locations, and manages $210bn assets.
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