Captrust Financial Advisors has incorporated Meritage Portfolio Management, a Kansas City-based wealth management firm, into its operations. Financial terms of the deal remain undisclosed. Meritage serves high-net-worth clients and institutions such as retirement plans, endowments, and foundations. It manages client assets of $2.4bn. The firm officially joined Captrust in December 2025 and has adopted the Captrust brand. Leadership at Meritage includes president and co-chief investment officer Mark Ev ...