CAPTRUST Acquires Aevitas Wealth


June 7, 2023

On May 11, 2023, CAPTRUST Financial Advisors announced the acquisition of Aevitas Wealth Management.

Under the terms of the transaction, CAPTRUST Financial Advisors (“CAPTRUST”) will acquire Aevitas Wealth Management (“Aevitas”). The deal will see CAPTRUST add four new employees from Aevitas. Further terms of the deal were not disclosed. 

CAPTRUST, headquartered in Raleigh, North Carolina, provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. As of December 31, 2022, CAPTRUST had over $714 billion in assets under management. 

Aevitas, based in Wellesley Hills, Massachusetts, provides financial planning and advisory services to individuals, families, and small businesses, as well as advice and investment services for endowments, foundations, and retirement plans. Aevitas manages $567 million in client assets.

To read the press release: please click here.

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