CAPTRUST Financial Advisors announced Alpha Cubed Investments (ACI), a Southern California wealth management and financial planning firm, has joined the organization, expanding CAPTRUST’s presence in the region. Founded in 2011, ACI focuses on comprehensive wealth management and financial planning for individuals and families. The firm is led by CEO and Chief Technical Analyst Todd Walsh and President Tony Jabczenski, and is supported by a team of 28 professionals, including 16 advisors. ACI oversees approximately $3.8 billion in assets.
ACI is headquartered in Orange County, California, and also has an office in Scottsdale, Arizona. The firm joined CAPTRUST in January 2026 and will adopt the CAPTRUST brand.
CAPTRUST said the combination adds to its advisory capabilities in Southern California and brings what it described as a differentiated, organic growth strategy centered on advisory teams. Gorman Jones served as ACI’s advisor on the transaction.
CAPTRUST provides investment management and financial advice to individuals and institutional clients, including retirement plan sponsors, endowments, foundations, and nonprofits. The firm also offers OCIO services, fiduciary support, plan design and provider analysis, fee benchmarking, and financial wellness programs.
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“From our earliest conversations, it was clear that Alpha Cubed Investments shares our commitment to putting clients at the center of every decision. ACI brings a differentiated, organic growth strategy built around highly effective advisory teams. That model strengthens efficiency, scalability, and the overall client experience.”
Mike Wunderli, Managing Director And Head Of Mergers And Acquisitions, CAPTRUST
“Joining CAPTRUST marks an exciting next chapter for ACI. For years, our team has been driven by a commitment to thoughtful guidance and meaningful client relationships. We are energized by the opportunity to evolve with a firm that shares our philosophy and to continue delivering the thoughtful, high-quality advice our clients rely on and expect.”
Todd Walsh, CEO And Chief Technical Analyst, Alpha Cubed Investments
