CAPTRUST Financial Advisors (CAPTRUST) today announced that Wealth Covenant Group (WCG) in Houston, TX has joined CAPTRUST.
The independent wealth titan's latest acquisition in Houston expands its Texas presence into a dozen locations.
Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that recently surpassed $1 ...
CAPTRUST Financial Advisors announced that it has acquired Wealth Covenant Group, a Houston-based firm with $300 million in assets under management, according to a news release. Wealth Covenant Group ...
Captrust Financial Advisors has acquired two registered investment advisor (RIAs)– Campbell Wealth Management in Alexandria, Virginia, and TruNorth Wealth Partners in St. Paul, Minnesota. These RIAs ...
Barclays PLC bought a new stake in Motorcar Parts of America, Inc. (NASDAQ:MPAA – Free Report) during the 3rd quarter, ...
WK Kellogg Co (NYSE:KLG – Get Free Report) has received a consensus rating of “Strong Sell” from the seven brokerages that ...
The Minneapolis-based aggregator announced its acquisition of Danison & Associates, an independent RIA based in Columbus, Ohio, with more than $82 million in client assets. The deal revealed Friday ...
Large RPA “aggregator” firms — think CAPTRUST Financial Advisors, OneDigital Investment Advisors, and Hub International — ...
Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that recently surpassed $1 trillion in total client assets, has acquired another two RIAs with a combined ...
RALEIGH, N.C., Dec. 19, 2024 /PRNewswire/ — CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Campbell Wealth Management (Campbell) in Alexandria, Virgina, and TruNorth Wealth ...
When it comes to M&A, Captrust Financial Advisors has been on a roll. The company has made dozens of acquisitions over the past 15 years. On Thursday, it disclosed two more: Campbell Wealth ...