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.
Captrust Financial Advisors announced on February 11, 2026, that Alpha Cubed Investments (ACI) has joined the firm. Founded in 2011, ACI is led by CEO and Chief Technical Analyst Todd Walsh and President Tony Jabczenski. The firm specializes in comprehensive wealth management and financial planning for individuals and families.
Key Highlights
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ACI manages approximately $3.8 billion in client assets
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The team includes 28 professionals, with 16 serving as advisors
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Most employees received equity in Captrust through the deal
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Captrust now oversees more than $1 trillion in client assets nationwide
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The acquisition supports Captrust’s westward expansion strategy
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ACI will adopt Captrust branding while continuing client-focused services
Todd Walsh described the partnership as “an exciting next chapter,” emphasizing shared values and the opportunity to deliver high-quality advice under Captrust’s broader platform.
Sources: Captrust News, WealthManagement, Citywire