Captrust Acquires OP-based Meritage Portfolio Management, $2.4B in Assets

 CAPTRUST Financial Advisors has purchased Overland Park-based Meritage Portfolio Management. Photo credit: Shutterstock (mapo_japan).

Posted February 5, 2026

CAPTRUST Financial Advisors, an investment management firm in North Carolina, announced it has acquired Overland Park-based Meritage Portfolio Management.

Meritage joined CAPTRUST in December 2025 and will adopt the CAPTRUST brand, according to a release. Headquartered in Raleigh, NC, CAPTRUST offers financial planning and wealth management, as well as concierge services, to ultra-high-net-worth clients.

Founded in 1991, Meritage manages $2.4 billion for local, regional, and national clients. The merger will add 17 new employees to the CAPTRUST workforce, including nine advisors.

“By joining CAPTRUST, we are positioning ourselves for long-term success,” Meritage president and co-chief investment officer Mark Eveans said in the release. “This strategic step gives our team access to a broader network of resources and support that will help us create new opportunities for both our clients and colleagues.”

The addition of Meritage is not CAPTRUST’s first entry into the Kansas City market. In 2022, the firm acquired Frontier Wealth Management in a deal that added $4 billion in assets and 46 employees to teh CAPTRUST portfolio. Later that same year, the firm also purchased Prairie Village-based Danda Trouvé Investment Management.

With the addition of the Meritage team, CAPTRUST now has 54 employees in the state and two locations in Kansas City.