On August 14, 2025, SageView Advisory Group announced the acquisition of Capital Strategies Investment Group LLC.
SageView Advisory Group (“SageView”), announced, on August 14, 2025, that it acquired Capital Strategies Investment Group LLC (“CAP STRAT”). The transaction will see CAP STRAT’s twenty-three-person team become a part of SageView, with CAP STRAT’s leadership team of Barbara Best, Nancy Rizzuto, Alison Bettonville, Mike Rarey, Michael Warford and Neil Davies to join SageView as Managing Directors. Further terms of the transaction were not disclosed.
SageView, based in Newport Beach, California, is a registered investment advisor offering retirement and wealth management services. As of December 31, 2024, SageView had approximately $235 billion in assets under management.
CAP STRAT, based in Oakbrook Terrace, Illinois, is an institutional retirement plan consulting and wealth management firm. As of August 2025, CAP STRAT managed approximately $750 million in assets under management. Turkey Hill Management served as the investment banker to CAP STRAT on this transaction.
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