CAPTRUST Financial Advisors has announced that the Hoge-Barrett Group, including the entire 13-person wealth management team based in Winston-Salem, N.C., has joined the firm.
Led by adviser Brett Hoge, the team traces its roots to 1999 and has served as the trusted adviser to individuals and families representing more than $3 billion in client assets. Also joining are advisers Alex Barrett, Josh Crane, Aaron Spivey, David Peterson and Harry Cross. The group built its practice around long-term relationships and comprehensive advice for clients with increasingly complex financial needs.
It will be CAPTRUST’s seventh location in North Carolina, where the firm has more than 580 employees, including 111 advisers.
