CAPTRUST Welcomes $3 Billion Group in Winston-Salem, NC

RALEIGH, N.C., Oct. 14, 2026 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced that the Hoge-Barrett Group, a 13-person wealth management team based in Winston-Salem, North Carolina, has joined the firm.

Led by advisor Brett Hoge, the team traces its roots to 1999 and has served as the trusted advisor to individuals and families representing more than $3 billion in client assets. The group built its practice around long-term relationships and comprehensive advice for clients with increasingly complex financial needs.

"Our clients' needs have evolved significantly over the years, and we wanted to make sure our team was evolving with them," said Brett Hoge. "We chose CAPTRUST because it gives us greater flexibility in how we serve clients, while adding a more in-depth technology stack, deeper investment research, and more wealth planning capabilities. That allows our team to remain focused on the families we know so well while giving us more tools to address the complexity that comes with significant and multigenerational wealth."

"The movement of elite advisory teams toward independent RIAs is continuing because advisors are looking for greater control over how they serve increasingly sophisticated clients," said Scott Matheson, managing director, head of client solutions at CAPTRUST. "Teams like Hoge-Barrett don't want to sacrifice scale or resources to gain independence. They want both, and CAPTRUST is uniquely positioned to deliver. Through our unified practice model, advisors maintain the client relationships, culture, and local identity that define their success while gaining the strength of a growing national platform with continually expanding resources, specialized capabilities, and investment in innovation."

It will be CAPTRUST's seventh location in North Carolina, where the firm has over 580 employees, including 111 advisors.

About CAPTRUST
CAPTRUST provides independent, client-first financial advice and investment management services to individuals, endowments, foundations, nonprofit organizations, retirement plan sponsors, and their employees. For individuals, the firm focuses on holistic financial planning and wealth management, plus concierge services for those with ultra-high net worth. For institutions, CAPTRUST also offers outsourced chief investment officer (OCIO) services, fiduciary support, plan design and provider analysis, fee benchmarking, and financial wellness programs.

SOURCE CAPTRUST Financial Advisors