CAPTRUST acquires Hoge-Barrett Group with $3 billion in assets

CAPTRUST Financial Advisors has announced the addition of the Hoge-Barrett Group, a 13-person wealth management team based in Winston-Salem, North Carolina. The group, which was formerly part of Truist Investment Services, manages more than $3 billion in client assets.

Led by advisor Brett Hoge, the team has been operating since 1999 and focuses on providing comprehensive services to individuals and families with complex, multigenerational wealth. The move to CAPTRUST is intended to provide the group with expanded access to technology platforms, investment research, and wealth planning resources while maintaining their existing client relationships.

This acquisition marks CAPTRUST’s seventh acquisition this year and establishes its seventh location in North Carolina. The firm currently employs over 580 people in the state, including 111 advisors.