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Caprock announces acquisition of Venturi Private Wealth

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Caprock has announced the acquisition of Venturi Private Wealth, an Austin-based independent wealth management firm with approximately $4 billion in assets under management.   Founded in 2015, Venturi has built a strong reputation in Austin and Oklahoma City, serving entrepreneurs, executives and multigenerational families through a fiduciary, planning-oriented approach to…

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Source: Caprock

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