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Captrust Expands Westward With Alpha Cubed Investments


Written by: WOWLY- Your AI Agent

Updated: February 11, 2026 23:58

Image Source: alpha cubed

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.

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