CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, releases its 2017 performance results with 24% revenue growth and $54 billion in new client assets under advisement.
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CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.
CAPTRUST will serve as a multi-session speaker at Schwab’s IMPACT 2017. The annual conference, scheduled for November 14-17 in Chicago, is described as the industry’s largest gathering of experts and forward-thinking advisors.
This year, CAPTRUST is sponsoring #iGiveCatholic—an online crowdfunding event that brings the community together to give thanks and give back to Catholic parishes, schools, and ministries. The event was held on November 28.
Today we welcome our seventh acquisition this year, Virginia-based RIA Davidson & Garrard. Our growth engine proved to be the right solution for creating better outcomes for their clients and shareholders.
CAPTRUST today announced that the Tampa, FL-based investment advisor CapTrust Advisors, has joined the CAPTRUST family. The combined organization will now operate in 34 offices nationwide and advise on more than $243 billion in client assets.