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Captrust Financial Advisors Acquisitions

Captrust Financial Advisors has acquired 41 companies and its latest acquisition was Carolinas Investment Consulting,LLC on Jan 2025

Unlock 38 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Carolinas Investment Consulting,LLC

Jan 2025

Source »
undisclosed
-
TruNorth Wealth Partners

Dec 2024

Source »
undisclosed
-
Campbell Wealth Management, Inc

Dec 2024

Source »
undisclosed
-
Trutina Financial

Dec 2023

Source »
undisclosed
Trutina is a Washington-based financial advisory firm that provides services such as retirement planning and wealth management for individuals and businesses.
Engrave Wealth Partners LLC

Dec 2023

Source »
$770M
Engrave is a Texas-based financial consulting firm that provides services such as retirement planning and wealth management for individuals.

Frequently Asked Questions about Captrust Financial Advisors

  1. What companies did Captrust Financial Advisors acquire?

    Companies acquired by Captrust Financial Advisors include Carolinas Wealth Consulting, TruNorth Wealth Partners and Campbell Wealth Management

  2. How many acquisitions does Captrust Financial Advisors have?

    Captrust Financial Advisors has acquired 41 companies including Carolinas Wealth Consulting, TruNorth Wealth Partners and Campbell Wealth Management.

  1. How many acquisitions did Captrust Financial Advisors make in 2025?

    In 2025 Captrust Financial Advisors acquired 1 companies including Carolinas Wealth Consulting.