Houlihan Lokey Advises Campbell Wealth Management*

Transaction: Campbell Wealth Management - CAPTRUST

Houlihan Lokey is pleased to announce that Campbell Wealth Management, Inc. (Campbell), an independent registered investment advisor, has been acquired by CAPTRUST Financial Advisors (CAPTRUST), a leading wealth management firm. Terms of the transaction were not disclosed. The acquisition closed on December 3, 2024.

Founded in 2003, Campbell is a holistic financial and retirement planning-focused firm dedicated to building, managing, and preserving the wealth of its clients through exceptional service. The team, led by CEO Kelly Campbell, creates CAPTRUST’s first location in Alexandria, Virginia. A total of 33 new colleagues from Campbell are joining CAPTRUST, along with $1.4 billion in assets.

CAPTRUST was founded in 1997 as an independent registered investment advisor. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, plan design, provider analysis and fee benchmarking, and employee advice programs.

Houlihan Lokey served as the exclusive financial advisor to Campbell and assisted in marketing, structuring, and negotiating the transaction.

*Deal was completed at Waller Helms prior to its acquisition by Houlihan Lokey.

RELATED: Asset and Wealth Management