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Featured

CAPTRUST Welcomes Michael Wunderli as Head of M&A

CAPTRUST today announced the appointment of Mike Wunderli as head of mergers and acquisitions.

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Featured

CAPTRUST Welcomes Carolinas Investment Consulting

CAPTRUST today announced that Carolinas Wealth Consulting, doing business as Carolinas Investment Consulting in Charlotte, NC, will be joining their …

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Featured

CAPTRUST Grows in Houston with Addition of Wealth Covenant Group

CAPTRUST today announced that Wealth Covenant Group (WCG) in Houston, TX has joined the firm.

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Featured

CAPTRUST Welcomes Campbell Wealth Management & TruNorth Wealth Partners

CAPTRUST Financial Advisors today announced the addition of Campbell Wealth Management in Alexandria, Virgina, and TruNorth Wealth Partners in St …

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Press Release
6.17.2025
The CAPTRUST Community Foundation Announces 2025 Charity of Choice
Press Release
6.4.2025
CAPTRUST Welcomes Michael Wunderli as Head of M&A
Announcement
5.9.2025
CAPTRUST on Barron’s Top 100 for 2025
Announcement
3.31.2025
19 CAPTRUST Advisors on 2025 PLANADVISER List
Announcement
3.19.2025
33 Teams on 2025 NAPA Top DC List
Announcement
3.5.2025
CAPTRUST Recognized by Crisil Coalition Greenwich
Press Release
3.5.2025
CAPTRUST Welcomes Carolinas Investment Consulting
Press Release
1.22.2025
The CAPTRUST Community Foundation Announces $1.6 Million in Donations for 2024
Press Release
1.10.2025
CAPTRUST Grows in Houston with Addition of Wealth Covenant Group
Press Release
12.19.2024
CAPTRUST Welcomes Campbell Wealth Management & TruNorth Wealth Partners
Announcement
11.27.2024
2025 NAPA Aces Includes CAPTRUST Advisors
Press Release
11.14.2024
CAPTRUST Expands New England Presence With Boston Financial Management

In the Media

What CAPTRUST’s purchase of a $1.1B RIA near Seattle means for RIAs
Financial Planning, Victoria Zhuang

Local Limelight with CAPTRUST’s Wilson Hoyle
AXIOS Raleigh, Zachery Earnes

CAPTRUST CEO: How We Built One of America’s Biggest Independent Wealth Managers
Barron’s, Steve Garmhausen

‘We’re the largest RIA in the industry’: CAPTRUST wealth head talks UHNW push
Citywire, Andrew Foerch

10 People to Watch in Wealth Management in 2024
Barron’s, Andrew Welsch

CAPTRUST buys Triangle-based firm that oversees $1.3B in assets
Triangle Business Journal, Lauren Ohnesorge

To connect with the CAPTRUST media relations team, please email media@captrust.com

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