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 ...

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 — ...

The combination with Harrison Berkman Claypool & Guard and its RIA enhances Coldstream’s existing tax and consulting practice ...

Ridgewood Investments LLC raised its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 31.1% ...

Sage Capital Advisors llc decreased its position in Oxford Lane Capital Corp. (NASDAQ:OXLC – Free Report) by 24.9% during the fourth quarter, according to the company in its most recent filing with ...

Atlanta-based accounting and advisory firms Bennett Thrasher and Aprio have promoted multiple partners for 2025. Both ...