Captrust Acquired Winston-Salem Hoge-Barrett Group

The 13-member team brings more than $3 billion in client assets to the North Carolina-based firm.

Updated on Oct. 14, 2026 in Financial Planning

Isometric editorial illustration of two merging geometric prisms, symbolizing the consolidation of professional financial entities. — Captrust has acquired the Winston-Salem-based Hoge-Barrett Group, integrating a 13-member team managing over $3 billion in client assets. AI Illustration. Upload story photo >

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The Hoge-Barrett Group has officially joined Captrust, transitioning their team from Truist Investment Services to the firm's Winston-Salem office. This move integrates an advisory group managing over $3 billion in client assets into the larger company.

Why it matters

By joining Captrust, the Hoge-Barrett Group gains access to enhanced technology, expanded investment research, and more robust wealth planning capabilities. The acquisition further grows Captrust's presence in North Carolina, where it now employs 580 people.

The Hoge-Barrett Group adds over $3 billion to the $1.3 trillion in assets currently managed by Captrust. The deal marks the firm's seventh acquisition of 2026.

The players

Captrust

A wealth management firm headquartered in Raleigh, N.C., that manages $1.3 trillion in total assets.

Hoge-Barrett Group

A 13-member advisory team formerly part of Truist Investment Services that manages more than $3 billion in client assets.

Brett Hoge

An advisor who has been managing client assets since 1999.

Alex Barrett

An advisor who has been working in the financial sector since 2012.

The details

The 13-member team, led by advisors Brett Hoge and Alex Barrett, will utilize Capfinancial Securities as their broker/dealer moving forward. They will continue to operate from their established location in Winston-Salem as part of the broader Captrust organization.

The Hoge-Barrett Group practice began in 1999.
Alex Barrett began his career as an advisor in 2012.
Brett Hoge joined Truist in 2021.
Captrust acquired two RIAs in Melville, N.Y., in September 2026.
The Hoge-Barrett Group joined Captrust in October 2026.

Market Dynamics

This transaction follows the broader pattern of RIA consolidation as firms seek to scale resources and technology. The deal positions Captrust to maintain its competitive edge in a market characterized by frequent acquisitions.

Clients of the Hoge-Barrett Group can expect changes to their broker/dealer services as the team transitions to Capfinancial Securities. This transition should grant those clients access to a wider suite of wealth planning tools and investment research.

The takeaway

Consolidation in the wealth management sector often aims to provide clients with better technology and research capabilities. Investors should review how changes in their advisory firm's platform might impact the specific investment services available to them.