On February 4, 2026, CAPTRUST Financial Advisors announced its acquisition of Meritage Portfolio Management.
CAPTRUST Financial Advisors (“CAPTRUST”) announced, on February 4, 2026, that it acquired Meritage Portfolio Management (“Meritage”). Following the transaction, 17 employees, including nine advisors, will be added to the CAPTRUST team. Meritage will also adopt the CAPTRUST brand. Further terms of the deal were not disclosed.
CAPTRUST, based in Raleigh, North Carolina, is a registered investment advisor offering investment management, financial planning, and wealth management services. CAPTRUST has approximately $1.1 trillion in assets under management.
Meritage, based in Overland Park, Kansas is a registered investment advisor providing wealth management services. Meritage has approximately $2.4 billion in client assets. Houlihan Lokey served as financial advisor to Meritage on the transaction.
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