SageView Advisory Group Enhances Services and Midwest Footprint with Acquisition of CAP STRAT

Illinois-based Firm Adds to Existing Institutional Retirement Plan Consulting and Wealth Management Services

NEWPORT BEACH, CA (AUG. 14, 2025) — SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced today it has acquired CAP STRAT (Capital Strategies Investment Group LLC), an institutional retirement plan consulting and wealth management firm based in Oakbrook Terrace, Illinois.

CAP STRAT manages approximately $25 billion in assets, including $750 million in wealth management AUM and more than $24 billion in institutional AUA as of June 30, 2025. CAP STRAT’s team of 23 principals, consultants and team members will become part of SageView. The CAP STRAT leadership team of Barbara Best, Nancy Rizzuto, Alison Bettonville, Mike Rarey, Michael Warford and Neil Davies 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. “Like SageView, CAP STRAT has focused on providing services and solutions in both areas. We are thrilled to have the CAP STRAT team join the SageView family as their expertise complements our own.”

CAP STRAT was founded in 2003 as a fiduciary investment and retirement advisory firm. In addition to providing retirement plan consulting and wealth management services, CAP STRAT will bring new Institutional Managed Asset Services capabilities to SageView, supporting institutional clients with discretionary asset management.

CAP STRAT is a proud supporter of non-profit organizations through volunteer and financial opportunities and has an established national Women’s Forum that supports women in their pursuit of personal, professional, and financial success. Today, the Women’s Forum reaches over 6,000 professional women.

Best said, “CAP STRAT was seeking a partner to help us reach our next level of growth, and SageView, with its similar culture and alignment on client service and support, was a perfect fit. We are excited to leverage SageView’s expertise and solutions to support our clients.”

Rizzuto added, “Right away, we felt a connection and recognized how well our teams would work together, and we know joining SageView will allow us to deliver even greater value to our clients. Collectively, we can offer deeper resources, broader experience, and a continued commitment to fiduciary excellence.”

SageView worked with Kilpatrick Townsend & Stockton as legal counsel. CAP STRAT worked with Turkey Hill Management as their investment banker and Hogan Lovells as legal counsel.