Rockefeller Global Family Office adds $1.2 billion Truist team in Naples
The Kellam Group moves as a seven-person unit, with support staffer Charles Outlaw going along, according to AdvisorHub.
At a glance
The Kellam Group, a seven-person team in Naples, Florida, with $1.2 billion in assets, has moved from Truist to Rockefeller Global Family Office, AdvisorHub first reported.
Charles Outlaw moved with the group as support staff, according to AdvisorHub.
The record does not show who, if anyone, Truist has assigned to replace the team, nor whether the clients follow.
The Kellam Group, a seven-person team in Naples, Florida, with $1.2 billion in assets, has moved from Truist to Rockefeller Global Family Office, AdvisorHub first reported.
Charles Outlaw moved with the group as support staff, according to AdvisorHub. The $1.2 billion in assets is recorded against the team, not a single producing advisor.
The movement record also shows other Truist departures in 2026. They include a team liftout to Wells Fargo Advisors FiNet dated Aug. 22, 2026, and advisor moves to Merrill dated Sept. 9, 2026.
Rockefeller’s side of the record also lists team liftouts from Stifel, Nicholas & Co. and from Morgan Stanley, both dated Sept. 6, 2026. It includes other team additions whose originating firms the record does not name.
The record does not show who, if anyone, Truist has assigned to replace the team, nor whether the clients follow.
Save this analysis and keep the funds you follow together in My Desk.
Sign in to save articles or follow funds.
MovesJanney opens Houston office with $3.5B Raymond James team
MovesHighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
Features