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, ...
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 ...