CAPTRUST Welcomes Hoge-Barrett Group, Expanding Wealth Management Services in NC

CAPTRUST Welcomes a New Team in Wealth Management

On October 14, 2026, CAPTRUST Financial Advisors revealed an exciting development: the Hoge-Barrett Group, a seasoned team specializing in wealth management, has officially joined their ranks. Based in Winston-Salem, North Carolina, this 13-member group has a long-standing relationship with clients, overseeing more than $3 billion in assets since its inception in 1999. This move marks a significant expansion for CAPTRUST as they continue to enhance their service offerings in the state.

A Team with Deep Roots

The Hoge-Barrett Group, led by the experienced advisor Brett Hoge, offers a wealth of knowledge and a proven track record in addressing complex financial needs. Their philosophy revolves around building enduring relationships with clients and providing tailored advice, ensuring that they meet the evolving needs of individuals and families.

"Our clients' needs have evolved significantly over the years, and we wanted to make sure our team was evolving with them," Brett Hoge stated, emphasizing the group's dedication to delivering relevant financial solutions. By joining CAPTRUST, the team aims to leverage expanded technology resources, sophisticated investment research, and enhanced wealth planning capabilities, allowing them to address the complexities associated with multi-generational wealth.

CAPTRUST's Commitment to Independence and Innovation

In today’s investment landscape, many elite advisory teams seek greater independence while maintaining the necessary resources to serve sophisticated clients. According to Scott Matheson, managing director and head of client solutions at CAPTRUST, the trend of elite advisory groups moving towards independent Registered Investment Advisors (RIAs) is on the rise. Teams like Hoge-Barrett aspire to retain close client relationships while benefiting from the scale and specialized resources an organization like CAPTRUST provides.

The integration of the Hoge-Barrett Group into CAPTRUST is not just about leveraging resources but ensuring a cultural harmony that underscores the success of their relationships. The unified practice model at CAPTRUST allows advisors to maintain their unique client relationships, culture, and local identity, while gaining access to a growing national platform rich with resources and innovative capabilities.

A Growing Presence in North Carolina

This merger marks CAPTRUST's seventh location in North Carolina, wherein the company comprises over 580 employees, including 111 financial advisors dedicated to serving the local clientele. CAPTRUST prides itself on delivering holistic financial advice and investment management services tailored for individuals, endowments, foundations, nonprofit organizations, and retirement plan sponsors. Moreover, their commitment to client-first approaches highlights their dedication to addressing the needs of all clients, from those with ultra-high net worth to local organizations requiring financial guidance.

About CAPTRUST

CAPTRUST stands out as a leader in the field of wealth management, providing independent, client-centric financial advice and comprehensive investment management services. The firm offers a robust suite of services, including holistic financial planning, concierge services for ultra-high-net-worth individuals, and OCIO services for institutions. With a focus on fiduciary support and financial wellness programs, CAPTRUST is positioned to address the diverse needs of their clientele effectively.

In conclusion, the joining of the Hoge-Barrett Group enhances CAPTRUST’s ability to serve the North Carolina community more comprehensively. As they look to the future, CAPTRUST remains committed to innovation, personalization, and growth, ensuring they continue to meet the evolving needs of their clients in a rapidly changing financial landscape.