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Captrust Acquires $1.4 Billion RIA in North CarolinaCaptrust Financial Advisors has inked another big deal. It is acquiring Carolinas Investment Consulting, a Charlotte, N.C., wealth management firm that oversees more than $1.4 billion in assets.
Founded in 2001 by George Edmiston, Carolinas Investment Consulting has grown to 20 members and serves clients in more than 30 states. The firm caters to families, endowments, retirement plans and ...
Founded in 2001 by George Edmiston, CIC is an investment consulting and financial planning firm serving families, endowments, retirement plans, and corporations. The 20-member firm serves clients ...
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