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Thursday, October 15, 2026The Morning Brief →Sign in
ria

CAPTRUST

RALEIGH, NC
CRD: 175112
In network coverage since August 18, 2026 · 9 stories
$1.2TRegulatory AUMSEC Form ADV · Oct 10
1,841EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 10
Network coverage
Features

Captrust adds $3B Truist team; Chris Hoge says equity part of deal

Just over 68% of Captrust's more than 2,000 employees hold a stake.
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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