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CAPTRUST acquires Alpha Cubed Investments with $3.8B in assets

Costa Mesa, CA · Scottsdale, AZ

From · RIA Alpha Cubed independent channel To · RIA CAPTRUST independent channel

Summary

CAPTRUST acquired Alpha Cubed Investments, a Southern California RIA led by Todd Walsh and Tony Jabczenski with about $3.8 billion in client assets, 28 employees including 16 advisors, and offices in Orange County and Scottsdale, Arizona; the firm takes the CAPTRUST brand.

Sources

1
Wealth Management Captrust Buys $3.8B California-Based Alpha Cubed Investments · February 11, 2026

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