Captrust Financial Advisors
85 E 8Th Street Suite 150
Holland, MI 49423
No. advisers: 18
|Financial planning clients||0 (None)|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
October 9, 2019 - With the M&A market for registered investment advisers red hot, Captrust Financial Advisors has struck again, announcing Wednesday that it had acquired the financial advisory business of Boston Advisors, a boutique investment management firm. The deal...
August 22, 2019 - Captrust Financial Advisors, a Raleigh, N.C.-based registered investment adviser managing more than $9.6 billion in assets, will acquire South Texas Money Management, a San Antonio-based RIA firm managing $3.7 billion in assets. [More: MAI acquires...
May 18, 2019 - Financial advisers who specialize in the retirement-plan market are combatting rampant fee compression by seeking out new revenue streams, primarily in wealth management services. As advisers see their fees squeezed and some of their traditional 401(k)...
April 4, 2019 - Strategic Retirement Partners, an advisory firm with $11 billion in retirement plan assets, has joined GRP Financial, the largest retirement-plan-focused hybrid RIA that uses LPL Financial as its broker-dealer. Strategic Retirement Partners, which has...
March 19, 2019 - Captrust Financial Advisors, a Raleigh, N.C.-based wealth management and retirement plan advisory firm, has acquired Watermark Asset Management of San Ramon, Calif., and Rogers Financial of Harrisonburg, Va. Watermark, a registered investment advisory...
October 16, 2018 - Captrust Financial Advisors has acquired FCE Group, a $1.4 billion advisory firm based in Lake Success, N.Y., building on its multiyear strategy to expand revenues from wealth management operations. FCE Group, whose legal name is First Capital Consulting...
September 10, 2018 - Captrust Financial Advisors has acquired Morton Wealth Management, a Greensboro, N.C.-based hybrid registered investment adviser with $427 million in client assets. Terms of the deal were not disclosed. Captrust added three advisers to its ranks through...
July 23, 2018 - Captrust Financial Advisors has acquired Catawba Capital Management, a Roanoke, Va.-based RIA managing more than $1 billion in assets. Founded in 1992 and led by partners Terence Crowgey and R. Jay Irons, Catawba is a 10-person firm that serves individuals,...
June 2, 2018 - The approach of retirement age for many advisers and the need to meet regulatory and technological demands are driving small-plan advisers to sell to larger specialized firms. But massive consolidation that would create an industry of just a few big players...
February 8, 2018 - Captrust Financial Advisors has acquired Knox Capital Group, a hybrid firm based in Salt Lake City, Utah, managing more than $300 million in assets. Terms of the deal were not disclosed. Knox Capital was founded in 2003 and is led by partners Brodie Barnes...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology: InvestmentNews qualified 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Database last updated on January 15, 2020.