Acquisition · Adviser / wealth-management

Alpha Cubed Investments

Transaction overview

Reported joined

Source published:

Exact closing date not established.

CAPTRUST reported that Alpha Cubed Investments joined in January 2026 and would adopt the CAPTRUST brand. The exact closing day was not disclosed.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. CAPTRUST Welcomes Alpha Cubed Investments ↗

    Official firm website · Published Feb 11, 2026

    CAPTRUST reported that Alpha Cubed Investments joined in January 2026 and would adopt the CAPTRUST brand. The exact closing day was not disclosed.

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Alpha Cubed Investments · RIA Monitor