Acquisition activity Recent news indicates Cobblestone Capital Advisors was acquired by CAPTRUST in Fall 2025, signaling a significant shift in ownership and potential integration opportunities with CAPTRUST’s broader platform and client base.

Asset scale Cobblestone manages approximately $2B for a diversified client base, suggesting a mid sized advisory with established operations and cross-selling potential to high-net-worth individuals, families, and institutions seeking wealth management enhancements.

Growth channels With a Rochester, NY headquarters and multiple hires over the years, there appears to be a trajectory of expanding wealth management capabilities and potential for regional expansion or partnerships to broaden geographic reach.

Digital readiness The tech stack includes Salesforce, Marketing Cloud, AWS, Azure, WordPress and a focus on content through articles, indicating readiness for digital marketing partnerships, client engagement optimization, and data-driven service offerings.

Talent and services A seasoned team with over three decades of experience and growth in portfolio management roles points to opportunities for outsourced research, private investments, or enhanced advisory services through strategic vendor partnerships.