Meritage provides wealth management services to high-net-worth individuals, as well as retirement plan and endowment and foundation investment management. Led by president and co-CIO Mark Eveans and principal Jim Klein, Meritage has $2.4 billion in client assets and brings 17 new colleagues to CAPTRUST, including nine advisers.
In recent years, CAPTRUST has added several firms in Kansas City, including Frontier Wealth Management in 2022, and also Wichita, Kan. With the addition of the Meritage team, the firm now has 54 employees in the state and two locations in Kansas City.
Meritage joined CAPTRUST in December 2025. As with previous transactions, Meritage will adopt the CAPTRUST brand. Houlihan Lokey served as Meritage’s financial adviser in the transaction.
