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Founded Year

1992

Stage

Acquired | Acquired

About Catawba Capital Management

Catawba Capital Management offers personalized investment management for individuals, businesses and institutions.

Headquarters Location

10 South Jefferson Street

Roanoke, Virginia, 24011,

United States

540-342-1212

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Latest Catawba Capital Management News

Captrust adds $1 billion RIA in Virginia

Jul 23, 2018

Catawba Capital Management, a 10-person firm, is based in Roanoke Jul 23, 2018 @ 12:49 pm By InvestmentNews Captrust Financial Advisors has acquired Catawba Capital Management, a Roanoke, Va.-based RIA managing more than $1 billion in assets. Founded in 1992 and led by partners Terence Crowgey and R. Jay Irons, Catawba is a 10-person firm that serves individuals, businesses and institutions in 21 states. It will take the Captrust name. Captrust, based in Raleigh, N.C., said the addition will bring to four the number of its offices in Virginia, The firm now has 153 advisors in 36 locations advising on more than $278 billion in client assets.

Catawba Capital Management Frequently Asked Questions (FAQ)

  • When was Catawba Capital Management founded?

    Catawba Capital Management was founded in 1992.

  • Where is Catawba Capital Management's headquarters?

    Catawba Capital Management's headquarters is located at 10 South Jefferson Street, Roanoke.

  • What is Catawba Capital Management's latest funding round?

    Catawba Capital Management's latest funding round is Acquired.

  • Who are the investors of Catawba Capital Management?

    Investors of Catawba Capital Management include Captrust.

CB Insights
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CB Insights puts confidence and clarity into your most strategic decisions.
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Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
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