Captrust expands Texas presence with new RIA acquisition
Raleigh, North Carolina-based Captrust Financial Advisors has agreed to buy South Texas Money Management (STMM), a San Antonio-based wealth manager. The deal,…
CAPTRUST
US-based CAPTRUST acquires Morton Wealth Management
North Carolina-based CAPTRUST Financial Advisors has acquired local financial consulting firm Morton Wealth Management for an undisclosed sum. Morton Wealth…
Captrust takes over Catawba Capital Management
North Carolina-based Captrust Financial Advisors has snapped up Catawba Capital Management, a Virginia-based investment advisory firm that serves individuals, businesses,…
CAPTRUST snaps up $19bn Florida-based advisory firm
North Carolina-based investment advisory firm CAPTRUST has acquired CapTrust Advisors, a Florida-based firm with $19bn in assets. The financial terms…