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In fact, because private equity firm GTCR bought a 25% interest in Captrust at a $1.25-billion valuation last year, there is âno capital constraint at this pointâ for any other future acquisitions, according to Benton. In the first two months of the year, Captrust unveiled two incoming practices that both had has $154 billion in assets under advisement. The incoming group has 17 employees, including seven partners: Bob Nachman, Ben Norwood, Wes Boyce, Al Cannon, Maura Copsey, Gary Davis and Russ Miller. Nachman Norwoodâs RIA has more than $2 billion in AUM while working with Purshe Kaplan Sterling Investments as its broker-dealer for the small portion of non-advisory assets. Under the deal, the practice will join Captrustâs RIA and broker-dealer. Prior to spending the past three years with PKS, the 32-year industry veteran Nachman first went independent in 2007 with Wells Fargo Advisors Financial Network, according to FINRA BrokerCheck. ....
M&A Update: CAPTRUST's 50th, New SageView and Hub Deals planadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from planadviser.com Daily Mail and Mail on Sunday newspapers.
CAPTRUST Adds 50th Firm: Nachman Norwood & Parrott Wealth Management apnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from apnews.com Daily Mail and Mail on Sunday newspapers.
Captrust marks 50th acquisition with $2.1 billion RIA investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.
CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants News provided by Share this article Share this article RALEIGH, N.C., April 1, 2021 /PRNewswire/ CAPTRUST Financial Advisors (CAPTRUST) today announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB). Based in Folsom, California, PIC provides wealth management and retirement planning to roughly 600 clients. The firm is led by financial advisors Christeen Reeg, Scott Gordon, Bill Altavilla, Debbie Hightower, and Ryan Jantzen, who will join CAPTRUST as principals. The entire PIC team, including four additional team members, will join CAPTRUST. ....