Core Insights - A Southern California-based advisory team, Alpha Cubed Investments, with approximately $3.8 billion in client assets, is joining Captrust Financial Advisors, marking a significant expansion for Captrust [1][2] - The acquisition is seen as a strategic move to enhance Captrust's growth strategy, leveraging Alpha Cubed's effective advisory teams [3] Company Overview - Alpha Cubed Investments, founded in 2011, has 28 employees, including 16 advisors, and is headquartered in Orange County, California, with an additional office in Scottsdale, Arizona [2] - Captrust, based in Raleigh, North Carolina, manages over $1 trillion in assets and employs more than 1,800 staff across 90 locations, focusing on financial planning, wealth management, and ultra-high-net-worth concierge services [4] Recent Developments - Captrust recently acquired Meritage Portfolio Management, a Kansas City-based wealth manager with about $2.4 billion in client assets, increasing its presence in Kansas City to two offices and 54 employees [4][5] - Captrust has introduced a new health concierge service in partnership with the Cleveland Clinic, providing clients access to executive-level physicians and wellness coordinators [6][7]