By Editor , 30 October 2026

CAPTRUST Adds $1.1B Pacific Sage Partners in Washington State

CAPTRUST Adds $1.1B Pacific Sage Partners in Washington State

Raleigh – October 29, 2026 -- CAPTRUST Financial Advisors has added Pacific Sage Partners (PSP), an Edmonds, Washington-based wealth management firm that advises on approximately $1.1 billion in client assets.

Eight-person PSP team under founder Mark Anderson moves into CAPTRUST

PSP is led by founder and CEO Mark Anderson and has eight team members. The firm has built its business around a holistic approach to wealth management. As with previous CAPTRUST transactions, PSP will adopt the CAPTRUST brand.

By Editor , 14 October 2026

CAPTRUST Adds $3B Hoge-Barrett Wealth Team in Winston-Salem

CAPTRUST Adds $3B Hoge-Barrett Wealth Team in Winston-Salem

Raleigh – – October 14, 2026 -- CAPTRUST Financial Advisors has added the Hoge-Barrett Group, a 13-person wealth management team in Winston-Salem, North Carolina, that serves individuals and families representing more than $3 billion in client assets.

Hoge-Barrett Group becomes CAPTRUST's seventh North Carolina location

The team, led by advisor Brett Hoge, traces its roots to 1999. It built its practice around long-term client relationships and comprehensive advice for households with increasingly complex financial needs.

CAPTRUST Financial Advisors