Transaction Details

TrustCore Financial Services, led by Partner and CEO Gary Dean, is a registered investment advisor based in Nashville, Tennessee, serving individuals, families, endowments, and foundations, with more than 75% of its clients located in the Middle Tennessee region. The firm’s team of 16 financial advisors oversees nearly $2.3 billion in assets.

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 services. With the addition of TrustCore’s 48 new colleagues, CAPTRUST now employs more than 1,200 people across 70 locations nationwide, overseeing more than $100 billion in assets under management and more than $750 billion in assets under advisement.