Bringing you live news and features since 2006 

CAPTRUST adds Catawba Capital Management


Virginia-based investment advisory firm Catawba Capital Management has joined Independent wealth management and institutional advisory firm CAPTRUST Financial Advisors.

Catawba brings more than USD1 billion in client assets to CAPTRUST and will assume the company’s brand as part of this merger.
Founded in 1992 and led by partners Terence Crowgey and R Jay Irons, Catawba’s 10-member team specialises in investment management for individuals, businesses, and institutions across 21 states. This partnership with CAPTRUST will allow Catawba to scale, expand, and strengthen its breadth of client services while further accelerating the firm’s impressive growth.
“We are excited to join together with CAPTRUST, first and foremost because they understand our culture and deeply embedded commitment to our clients,” says Crowgey. “As part of this new team, we’re excited to take advantage of an extremely deep bench of investment, research, and planning expertise to help our clients grow their wealth and plan for their futures. This is an exciting time for Catawba.”
CAPTRUST offers advisory teams looking for a long-term partner with a variety of resources that have a proven history of accelerating growth and adding substantial value to the client experience over time. CAPTRUST’s tandem institutional business and wealth management services offer a decades-old foundation of stability to joining entities that is unparalleled in today’s independent financial advisory industry.
“Every firm that has joined CAPTRUST over the past 10-plus years has brought skills, expertise, and people that are additive to our culture and added tremendous value to our collective team and its mission,” says CAPTRUST CEO, J. Fielding Miller. “Catawba is no exception, and they will be a great addition to the CAPTRUST family.”
This merger marks the 29th deal completed since 2006 for CAPTRUST, and the firm’s fourth Virginia office. CAPTRUST now has 153 advisors across 36 locations and advises on more than USD278 billion in client assets.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by