Caprock has acquired Venturi Private Wealth, an Austin-based independent wealth management firm with approximately $4 billion in assets under management.
Founded in 2015, Venturi has built a strong reputation in Austin and Oklahoma City, serving entrepreneurs, executives and multigenerational families through a fiduciary, planning-oriented approach to wealth management. In recent years, the firm has increasingly expanded its work with families whose needs extend beyond traditional investment management into areas such as family governance, wealth education, advanced planning and CFO services.
The transaction brings approximately 30 employees to Caprock, including 10 advisers, expands the firm’s footprint in Austin and establishes a presence in Oklahoma City. Following the close, Venturi clients will continue working with their existing advisers while gaining access to Caprock’s broader family office resources, access to a deeper menu of investments and the support
