On February 25, 2026, CAPTRUST announced its acquisition of Suncoast Prosperity Advisors.
CAPTRUST Financial Advisors (“CAPTRUST”) announced on February 25, 2026, its acquisition of Suncoast Prosperity Advisors (“Suncoast”). Under the terms of the transaction, nine members of Suncoast, including President Jeff Strouse, have joined CAPTRUST. Further terms of the deal 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 $1.1 trillion in assets under management.
Suncoast, based in Tampa, Florida, is a registered investment advisor providing wealth management services to private wealth clients through tailored financial planning and deep investment expertise. Suncoast has approximately $830 million in assets.
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