CAPTRUST Adds $3 Billion Winston-Salem Wealth Team

Led by veteran advisor Brett Hoge, the team brings a practice established in 1999 to the national firm. Hoge noted that the transition was driven by a need for more robust investment research and advanced planning tools to manage the complexities of multigenerational wealth. By integrating into the CAPTRUST platform, the team gains access to an expanded technology stack while maintaining the client relationships that defined their decades-long tenure in Winston-Salem.

Scott Matheson, managing director at CAPTRUST, described the acquisition as part of a broader trend where elite advisors seek the scale of a national firm without relinquishing control over their local identity. With this addition, CAPTRUST now employs over 580 people in North Carolina, including 111 advisors. The firm continues to grow its national presence by emphasizing a unified practice model that pairs local autonomy with the specialized resources required to serve high-net-worth individuals and institutional clients.