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FUNDRAISING NEWS | January 10, 2025

CAPTRUST Acquires $300M Wealth Covenant Group of Houston

Tags: RIA, Mergers / Acquisitions

CAPTRUST Financial Advisors announced the expansion of its Houston operations with the acquisition of Wealth Covenant Group, adding $300M in client assets.

WCG specializes in comprehensive financial and estate planning, asset protection, tax strategies, and investment management strategies catered to high-net-worth families and business owners. The firm is CAPTRUST’s 12th location in Texas, where it now employs a team of 188 employees. WCG brings a three-person team, led by President Dennis Stavinoha, along with Dylan Tarpey and Erica Richard. 

It is CAPTRUST’s first deal of 2025 and follows three deals in November and December 2024 in Boston, Northern Virginia, and St. Paul, MN, that added approximately $7B in AUM, as previously reported by Dakota. 

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Written By: Dakota

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