CAPTRUST Financial Advisors has added a Raleigh, North Carolina-based wealth management team led by Clark Abbott and Robert Hartinger, bringing more than $300 million in client assets to the firm.
The team previously operated as part of RHA Wealth and serves more than 190 clients. Abbott and Hartinger will join CAPTRUST along with three additional colleagues and will move into the firm’s Raleigh headquarters.
Founded in 2021, the practice was built around financial planning and long-term client relationships. Its client base includes business owners, entrepreneurs, affluent families, and individuals approaching retirement.
The move gives the team access to CAPTRUST’s broader wealth management capabilities, investment resources, planning expertise, and national infrastructure while allowing Abbott and Hartinger to maintain the personalized advisory relationships that have defined their practice.
CAPTRUST said the team was attracted to the firm’s employee-owned structure, financial-planning-first approach, and depth of expertise across wealth management and investment services. The group will adopt the CAPTRUST brand as part of the transition.
The addition further expands CAPTRUST’s presence in its home state of North Carolina. The firm employs more than 2,000 people nationwide, including more than 590 employees in North Carolina.
CAPTRUST provides financial advice and investment management services to individuals as well as institutional clients including endowments, foundations, nonprofit organizations, and retirement plan sponsors.
For individual clients, the firm offers holistic financial planning, investment management, and wealth management services, along with concierge capabilities for ultra-high-net-worth families. Its institutional services include outsourced chief investment officer services, fiduciary support, retirement plan design, provider analysis, fee benchmarking, and financial wellness programs.
The Raleigh team’s addition supports CAPTRUST’s continued expansion through experienced advisory practices that can use the firm’s larger platform while maintaining established client relationships and local market presence.
KEY QUOTES:
“As we looked toward the future, it was important to find an organization that shared our commitment to clients while giving our team more ways to meet their evolving needs. CAPTRUST stood out for its culture of employee ownership, depth of expertise, and financial-planning first approach. We saw a company that thinks about clients and the future of the business much the same way we do.”
Clark Abbott
“Joining CAPTRUST expands what we can offer our clients while preserving the personal relationships that have defined our practice. We’ll have access to broader capabilities and expertise while continuing to provide the highly personalized advice our clients have come to expect from our team.”
Robert Hartinger
“Clark and Robert have built an impressive business by earning the trust of their clients and creating a team designed to serve families over the long term. They bring the kind of client-first mindset and entrepreneurial approach we value at CAPTRUST, and we see tremendous opportunity for the team as part of our firm.”
Wilson Hoyle, Head Of CAPTRUST’s Advisor Group
