A Daily Network publication

ria

CAPTRUST

RALEIGH, NC

CRD: 175112

In network coverage since August 18, 2026 · 15 stories

$1.2TRegulatory AUMSEC Form ADV · Oct 17

1,841EmployeesForm ADV

3Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

Deal recordFull tracker →

Oct 20, 26Deal announcedRHA Wealth · $300 — coverage

Oct 20, 26Deal announcedHoge-Barrett Group · $3K — coverage

Oct 20, 26Deal closedCompass · Long Island Wealth Management · $1.2K — coverage

Network coverage

M&A

Captrust adds $300M Raleigh team, its ninth deal this year

Clark Abbott and Robert Hartinger bring more than 190 clients and three colleagues, and the release puts Captrust at 470 employees in Raleigh.

move · Oct 20Bank of America downgrades Ameriprise, questioning whether retention bonuses keep big teams

book · Oct 19Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review

move · Oct 19Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion

The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners

Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal

move · Oct 14Hoge moves $3B-asset Truist team to Captrust, citing employee equity

Moves · Oct 14Captrust adds 13-person, $3B Truist team as Hoge cites equity

Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win

advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark

M&A · Sep 24RIA deal currency shifts from AUM to cash and retention

Features · Sep 23Vanguard Bought the Last Custody Asset

M&A · Aug 31World Advisors sale rumor marks RPA consolidation's exit phase

exit · Aug 18MAI's $1B double buy lands two RIAs on a Carlyle-backed platform

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