Captrust Acquires California-Based RIA Alpha Cubed

Acquisition gives Captrust a team of 28 and two new offices on the West Coast.

Published on Feb. 12, 2026

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Captrust, a large registered investment advisory firm based in Raleigh, North Carolina, has acquired Alpha Cubed Investments, a $3.8 billion RIA with offices in California and Arizona. The deal, Captrust's first acquisition to close in 2026, was announced on Wednesday but closed in mid-January.

Why it matters

The acquisition expands Captrust's footprint on the West Coast, giving the firm a larger presence and additional resources to serve clients in that region. It also demonstrates Captrust's continued growth strategy through strategic acquisitions of successful RIAs.

The details

Captrust, a large RIA based in Raleigh, North Carolina, has acquired Alpha Cubed Investments, a $3.8 billion RIA with offices in California and Arizona. The deal, which closed in mid-January, gives Captrust a team of 28 and two new offices on the West Coast, expanding the firm's geographic reach.

  • The acquisition deal was announced on Wednesday, February 12, 2026.
  • The acquisition closed in mid-January 2026.

The players

Captrust

A large registered investment advisory firm based in Raleigh, North Carolina.

Alpha Cubed Investments

A $3.8 billion RIA with offices in California and Arizona that was acquired by Captrust.

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The takeaway

Captrust's acquisition of Alpha Cubed Investments demonstrates the firm's continued growth strategy through strategic acquisitions, allowing it to expand its geographic reach and resources to better serve clients on the West Coast.