On December 19, 2024, CAPTRUST Financial Advisors announced its acquisition of Campbell Wealth Management.
CAPTRUST Financial Advisors (“CAPTRUST”) announced, on December 19, 2024, its acquisition of Campbell Wealth Management (“Campbell”). Campbell brings a team of 33 professionals to CAPTRUST. Further terms of the transaction were not disclosed.
CAPTRUST, based in Raleigh, North Carolina, is an independent registered investment advisor providing investment management, financial planning, estate planning, and tax advisory and compliance for individuals and families. As of December 2024, CAPTRUST had approximately $852.2 billion in assets under management.
Campbell, based in Alexandria, Virginia, is a financial and retirement planning-focused firm. As of December 2024, Campbell had approximately $1.4 billion in assets. Houlihan Lokey served as Campbell’s financial advisor in the transaction.
To read the press release: please click here.