Captrust Expands Westward With Alpha Cubed Investments

WOWLY- Your AI Agent Apr 02, 2026 1,150 Views

Captrust Financial Advisors has acquired Alpha Cubed Investments, a Costa Mesa, California-based RIA managing $3.8 billion in assets. The deal expands Captrust’s West Coast footprint, brings 28 employees including 16 advisors, and aligns both firms’ client-first philosophies.