Captrust Acquires Raleigh Advisor Team
The firm adds two advisors and 190 clients to its Raleigh headquarters as it continues a series of 2026 acquisitions.
Updated on Oct. 21, 2026 in Financial Planning
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Captrust has acquired a Raleigh-based advisory practice that oversees more than $300 million in client assets. Advisors Clark Abbott and Robert Hartinger, along with three colleagues, are joining the Captrust headquarters staff.
Why it matters
The deal represents the latest in an aggressive growth strategy for Captrust, which has completed nine transactions throughout 2026. This move strengthens the firm's local footprint in Raleigh as it continues to integrate outside advisor teams.
The acquired practice brings more than 190 clients to the firm, which has now completed nine deals during 2026. Captrust currently employs 470 people at its Raleigh headquarters and 590 total staff across North Carolina.
The players
Captrust
Captrust is a national independent wealth management firm headquartered in Raleigh that provides investment advisory and financial planning services.
Clark Abbott
Clark Abbott is an investment advisor who co-founded RHA Wealth in 2021 and has now joined the staff at Captrust headquarters.
Robert Hartinger
Robert Hartinger is an investment advisor who previously worked with Sanctuary Securities and co-founded RHA Wealth.
The details
Advisors Clark Abbott and Robert Hartinger, who co-founded RHA Wealth in 2021, previously worked with Sanctuary Securities. By joining Captrust, the team will transition to the firm's branding and operate from its central office.
Timeline
RHA Wealth was co-founded by Abbott and Hartinger in 2021.
Captrust acquired Compass Advisors and Long Island Wealth Management in September 2026.
Captrust recruited the Hoge-Barrett Group in October 2026.
Market Landscape
This acquisition fits into the broader 2026 industry trend of RIA consolidation where firms are aggressively scaling through tuck-in deals. Captrust is leveraging this climate to increase its regional density against national wealth management rivals.
Clients of the newly acquired team will now access the broader resource platform of Captrust under its corporate brand. There is no immediate change to client service expectations or fee structures announced for the 190 households transitioning to the firm.
The takeaway
Wealth management firms are increasingly scaling their operations by absorbing smaller, specialized advisory practices to gain market share. Investors should look for how these integrations affect the continuity of their personalized financial planning services.
Further reading
For more on industry shifts, explore the Financial Planning section for additional context.
Source note: This article includes information reported by FA Magazine.
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