The Hoge-Barrett Group

What changed

Named advisor joining Captrust as part of the Hoge-Barrett Group's $3B team lift-out from Truist Investment Services.

Reported / discovered

Oct 14, 2026

Effective

Not reported

New role

Advisor

Previous role

Not reported

Market

Winston-Salem, NC

Reported book

$3B

Reported team size

13 people

Named people

4

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

5 observations consolidated into one event.