On March 5, 2025, CAPTRUST Financial Advisors announced its acquisition of Carolinas Investment Consulting.
CAPTRUST Financial Advisors (“CAPTRUST”) announced, on March 5, 2025, its acquisition of Carolinas Investment Consulting LLC (“Carolinas”). Carolinas’ team of 20 professionals will join 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 services to individuals and families. CAPTRUST has approximately $1 trillion in assets under management.
Carolinas, based in Charlotte, North Carolina, is an investment consulting and financial planning firm offering planning and investment management services to endowments, retirement plans, and corporations. Carolinas has approximately $1.4 billion in client assets.
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