About the Episode

One of the fastest growing and most active acquirers has been CAPTRUST, an RIA based in Raleigh, NC. In October, it acquired the wealth management business of Boston Advisors. In August, South Texas Money Management joined CAPTRUST. In June, it announced the addition of McQueen, Ball & Associates and Cornerstone Capital Advisors to its growing team. In 2018, CAPTRUST saw 21.5 percent revenue growth and $65 billion in new client assets. The firm now has more than 200 advisors across 43 locations and advises on more than $300 billion in client assets across its wealth management, retirement plan, and endowment and foundation lines of business.

About our Guest

Rush Benton leads CAPTRUST’s wealth management acquisition strategy. Rush joined CAPTRUST in 2013 and is responsible for growing the firm’s private wealth assets through the acquisition of independent, fee-based registered investment advisors.

Show Notes

Here is a link to CAPTRUST’s web site.