On January 18, 2024, CAPTRUST Financial Advisors announced that it had acquired Engrave Wealth Partners.
CAPTRUST Financial Advisors (“CAPTRUST”) announced on January 18, 2024, that it acquired Engrave Wealth Partners (“Engrave”). Co-founders Greg Parker and Taylor Parker and eight other Engrave colleagues 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 for individuals and families. As of November 2023, CAPTRUST had approximately $115 billion in assets under management.
Engrave, based in the Woodlands, Texas, is a wealth management firm with a client base of corporate professionals and small business owners nearing or in retirement. As of March 2023, Engrave had $664 million in assets under management. Park Sutton/Waller Helms served as financial advisor to Engrave on the transaction.
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