Captrust acquires $2.3 billion Southern Wealth Management for fifth deal this year
This marks the third Texas acquisition this year for Captrust, which now has 69 deals on the books.
Captrust Financial Advisors has closed its fifth acquisition of the year and its third in Texas with the addition of Southern Wealth Management, a $2.3 billion RIA based in San Antonio.
In a testament to the direction and momentum of the multiyear consolidation across the wealth management space,
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