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Captrust Financial Advisors has inked another big deal. It is acquiring Carolinas Investment Consulting, a Charlotte, N.C., wealth management firm that oversees more than $1.4 billion in assets. Captrust didn’t disclose terms of the deal, which closed in January.
The acquisition is the latest by Captrust, which has acquired dozens of registered investment advisory firms over the past 15 years. The Raleigh, N.C.-based firm is ranked as Barron’s No. 6 Mega RIA on its Top 100 RIA Firms for 2024. Captrust oversees more than $1 trillion in assets, according to the company.
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