Prime Capital Financial has acquired Bradshaw Rogers Financial Partners, a Salisbury, North Carolina-based wealth management firm overseeing about $600 million in assets under management, as the Overland Park, Kansas-headquartered firm continues to scale its planning-first and tax-integrated offering nationwide.
As part of the transaction, Bradshaw Rogers’ seven-person team will join Prime Capital Financial, including founders Trent Bradshaw and Brandon Rogers, who will become partners. Founded in 2006, Bradshaw Rogers has built its business around comprehensive financial planning, including retirement planning, investment and risk management, and tax coordination—capabilities that align with Prime Capital Financial’s push to expand its tax and planning services.
The deal comes shortly after Prime Capital Financial launched its Tax Advisory practice, positioning the firm to deliver more coordinated tax strategy alongside long-term wealth planning. Prime Capital Financial said the combination also strengthens its presence in the Carolinas, where it already operates offices in Asheville, Charleston, Charlotte, and Raleigh, and adds Salisbury to that regional footprint.
Bradshaw Rogers will continue serving clients locally while tapping Prime Capital Financial’s broader infrastructure and national platform. Alaris Acquisitions served as advisor to Bradshaw Rogers on the transaction.
KEY QUOTES:
“Prime Capital Financial continues to identify firms that share our planning-first mindset and commitment to client service. Trent and Brandon have built an exemplary team with a strong tax-focused approach that complements our recent expansion into tax services. This partnership also meaningfully expands our presence in the Carolinas, which has been a key growth region for us, and supports a more coordinated, long-term approach to financial planning for clients nationwide.”
Glenn Spencer, Chief Executive Officer, Prime Capital Financial
“Our decision to join Prime Capital Financial centered on our ability to remain client-centric while gaining additional scale and support. The culture and long-term vision closely aligns with how we’ve grown our firm over the last two decades.”
Trent Bradshaw, Co-Founder, Bradshaw Rogers Financial Partners
“This partnership positions us to expand our capabilities while maintaining the relationships and service standards our clients have come to expect.”
Brandon Rogers, Co-Founder, Bradshaw Rogers Financial Partners
