Captrust Acquires $2.4B Kansas City-based RIA [Yahoo! Finance]
Houlihan Lokey, Inc. Class A (HLI)
Last houlihan lokey, inc. class a earnings: 2/3 04:15 pm
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Source: Yahoo! Finance
Captrust Financial Advisors, a Raleigh, N.C.-based registered investment advisor with more than $1 trillion in assets under advisement and management, has acquired Meritage Portfolio Management, a Kansas City-based wealth manager with $2.4 billion in client assets. The deal expands Captrust's presence in Kansas City to two offices and 54 employees. Meritage, which will adopt the Captrust brand, will bring in 17 colleagues in total, nine of whom are advisors. Meritage was founded in 1991 by President and Co-Chief Investment Officer Mark Eveans and Principal Jim Klein. The firm specializes in wealth management for high-net-worth individuals, retirement plans and endowment and foundation investment management. “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,” Eveans said in a statement. Eveans owned between 50% and 75% of the firm, according to the most rece
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HLI
Earnings
- 1/28/26 - Beat
HLI
Sec Filings
- 2/3/26 - Form 10-Q
- 1/30/26 - Form 144
- 1/29/26 - Form 8-K
- HLI's page on the SEC website