CAPTRUST Acquires HBK Wealth Management

March 22, 2017

On January 4, 2017, CAPTRUST announced the acquisition of HBK Wealth Management.

CAPTRUST Financial Advisors (“CAPTRUST”) is an independent wealth management advisory firm. Following the acquisition of HBK Wealth Management, HBK Wealth Management’s Founder and President, David Haire, along with advisors Josh Haire and Bridget Mitchel, joined CAPTRUST’s investment advisor team. The acquisition closed on January 1, 2017.

CAPTRUST is headquartered in Raleigh, North Carolina and represents over $200 billion in client assets. After the acquisition, CAPTRUST has 23 offices nationwide.

To read the press release: please click here.


Investment Manager M&A, Transactions