Captrust Inks 49th Deal in 15 Years, Adds Stewardship Financial to Its Roster – Barron’s

Captrust Financial Advisors acquired an Atlanta-based registered investment advisory firm with $873 million in client assets, marking the company’s fourth acquisition so far this year and its 49th acquisition since 2006.

With the addition of Stewardship Financial Advisors, Captrust gains ten advisors and support staff, 1,000 clients, and two new offices in Georgia (in Peachtree City and Stockbridge). It will also have access to Stewardship’s sister estate planning law firm, Pyke & Associates, which will remain a separate entity,…