Transaction Details

Covenant Multifamily Offices, founded in 2010 and led by Founder and Managing Director John Eadie, is a wealth management firm based in San Antonio, Texas, with additional offices in Dallas and Boerne, Texas, and Oklahoma City, Oklahoma. The firm oversees more than $2.6 billion in assets across more than 500 clients, offering a comprehensive suite of services including family office services, wealth transfer planning, tax preparation, and wealth management.

CAPTRUST Financial Advisors, founded in 1997 and headquartered in Raleigh, North Carolina, is an independent registered investment advisor providing investment management, financial planning, estate planning, and tax advisory and compliance services. With the addition of Covenant, CAPTRUST now oversees more than $70 billion in assets under management and more than $630 billion in assets under advisement across more than 1,000 employees and 60 locations nationwide.