Question 1

What does CAPTRUST do?

Accepted Answer

CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.

Question 2

In what sectors does CAPTRUST operate?

Accepted Answer

CAPTRUST operates in Consulting, Customer Service, Financial Services, Retirement, Wealth Management.

Question 3

How many companies has CAPTRUST acquired?

Accepted Answer

CAPTRUST has made 24 acquisitions between 2018-2026, with a total disclosed deal value of $6.0B.

Question 4

How many acquisitions does CAPTRUST make in a year?

Accepted Answer

Over the last 5 years, CAPTRUST has made about 2.4 acquisitions per year.

Question 5

What companies are owned by CAPTRUST?

Accepted Answer

Companies acquired by CAPTRUST include Stillwater Capital Advisors, Suncoast Prosperity Advisors, Meritage Portfolio Management, Cobblestone Capitol Advisors, Carolinas Investment Consulting, Campbell Wealth Management, Boston Financial Management, Southern Wealth Management, and 16 more.

Question 6

What are CAPTRUST's major acquisitions?

Accepted Answer

CAPTRUST's largest acquisitions include South Texas Money Management ($3.7B, 2019), Lakeside Wealth Management ($1.6B, 2020), Pacific Investment Consultants ($700.0M, 2021).

Question 7

What is CAPTRUST's largest acquisition?

Accepted Answer

CAPTRUST's largest disclosed acquisition is South Texas Money Management for $3.7B (2019).

Question 8

What was CAPTRUST's first acquisition?

Accepted Answer

CAPTRUST's first recorded acquisition was Catawba Capital Management in 2018.

Question 9

What was CAPTRUST's most recent acquisition?

Accepted Answer

CAPTRUST's most recent acquisition is Stillwater Capital Advisors, announced May 2026.

Question 10

What is the average deal size for CAPTRUST acquisitions?

Accepted Answer

The average disclosed deal size for CAPTRUST acquisitions is $2.0B.

Question 11

What is the median deal size for CAPTRUST acquisitions?

Accepted Answer

The median disclosed deal size for CAPTRUST acquisitions is $1.6B. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has CAPTRUST spent on acquisitions?

Accepted Answer

CAPTRUST has spent at least $6.0B across its disclosed acquisitions (of 24 total deals; some prices are undisclosed).

Question 13

Which sector has CAPTRUST spent the most on?

Accepted Answer

CAPTRUST has committed the most disclosed capital to Financial Services companies — about $6.0B across its deals in that sector.

Question 14

What sectors does CAPTRUST usually acquire in?

Accepted Answer

CAPTRUST most frequently acquires companies in Financial Services, Wealth Management, Finance.

Question 15

In which sector has CAPTRUST made the most acquisitions?

Accepted Answer

CAPTRUST has made the most acquisitions in the Financial Services sector.

Question 16

In which year did CAPTRUST make the most acquisitions?

Accepted Answer

CAPTRUST made the most acquisitions in 2021, with 5 deals.

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