Captrust Acquires $2.4B Kansas City-based RIA
Yahoo Finance·2026-02-05 02:21

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Captrust Financial Advisors, a Raleigh, N.C.-based registered investment advisor with more than 1trillioninassetsunderadvisementandmanagement,hasacquiredMeritagePortfolioManagement,aKansasCitybasedwealthmanagerwith1 trillion in assets under advisement and management, has acquired Meritage Portfolio Management, a Kansas City-based wealth manager with 2.4 billion in client assets. The deal expands Captrust’s presence in Kansas City to two offices and 54 employees. Meritage, which will adopt the Captrust b ...