CAPTRUST Acquires Pacific Sage Partners
CAPTRUST Financial Advisors (“CAPTRUST”) announced on October 29, 2026, its acquisition of Pacific Sage Partners (“PSP”). Under the terms of the transaction, which closed on September 30, 2026, eight members of PSP, including Founder and CEO Mark Anderson, 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 $1.3 trillion in assets under advisement.
PSP, based in Edmonds, Washington, is a registered investment advisor providing wealth management and coordinated advisory services to clients. PSP has approximately $1.1 billion in assets.
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