CAPTRUST Financial Advisors has expanded its Kansas City footprint with the addition of Meritage Portfolio Management, a Kansas City-based wealth and investment management firm serving high-net-worth clients as well as retirement plans, endowments, and foundations.
Meritage, led by President and Co-Chief Investment Officer Mark Eveans and Principal Jim Klein, reported $2.4 billion in client assets at the time of the announcement. The team brings 17 colleagues to CAPTRUST, including nine advisors. The transaction closed in December 2025, and Meritage will operate under the CAPTRUST brand.
CAPTRUST said Kansas City has become a key growth market and noted prior additions in the area, including Frontier Wealth Management in 2022, as well as expansion into Wichita. Following the Meritage addition, CAPTRUST said it has 54 employees in the state and two locations in Kansas City.
Houlihan Lokey served as Meritage’s financial advisor on the transaction, according to the announcement.
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“By joining CAPTRUST, we are positioning ourselves for long-term success. This strategic step gives our team access to a broader network of resources and support that will help us create new opportunities for both our clients and colleagues.”
Mark Eveans, President and Co-Chief Investment Officer, Meritage Portfolio Management
“Meritage has a unique perspective and proven expertise that complements our capabilities. Kansas City has become a key growth market for CAPTRUST, and Meritage’s reputation for thoughtful, trusted client relationships adds tremendous value as we continue to expand. This addition strengthens our ability to serve clients locally while supporting our long-term national growth.”
Nick Blasi, Principal and Midwest Regional Leader, CAPTRUST Financial Advisors
