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Deals & People August 15, 2025
SageView Advisory Group Acquires Cap Strat
The Illinois-based retirement plan consulting and wealth management firm was acquired by the California-based registered advisory firm.
Reported by PLANADVISER Staff
SageView Advisory Group, an independent registered advisory firm, announced its acquisition of Capital Strategies Investment Group LLC, an institutional retirement plan consulting and wealth management firm, based in Oakbrook Terrace, Illinois.
Cap Strat managed about $25 billion in assets, including $750 million in wealth management assets under management, as of June 30. Its team of 23 principals, consultants and team members will become part of SageView.
The Cap Strat leadership team of Barbara Best, Alison Bettonville, Neil Davies, Nancy Rizzuto, Mike Rarey and Michael Warford will become managing directors at SageView.
“The intersection of retirement planning and wealth management continues to become more pronounced as an increasing number of individuals accumulate significant savings in their defined contribution plans,” said SageView CEO John Longley in a statement. “We are thrilled to have the CAP STRAT team join the SageView family as their expertise complements our own.”
Nancy Rizzuto, a principal in Cap Strat, said of SageView, “Right away, we felt a connection and recognized how well our teams would work together.”
SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.