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Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers

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Published on Pulse 2.0 on January 22, 2026 | Authored by Amit Chowdhry

Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers

By Amit Chowdhry • Jan 22, 2026

Prime Capital Financial has acquired Bradshaw Rogers Financial Partners, adding a planning-led wealth management firm with integrated tax capabilities and roughly $600 million in assets under management to its national platform.

The deal brings a seven-person team in Salisbury, North Carolina, into Prime Capital Financial, with founders Trent Bradshaw, CFP, AIF, and Brandon Rogers, CFP, AIF, joining the firm as partners. Founded in 2006, Bradshaw Rogers advises clients on financial planning, retirement planning, investment and risk management, and tax coordination, with a stated emphasis on integrating tax strategy into ongoing planning.

Prime Capital Financial said the acquisition supports its broader push to expand planning and tax services, coming shortly after the firm’s launch of a Tax Advisory practice. The firm also pointed to the transaction as a meaningful expansion across the Carolinas, where it already maintains offices in Asheville, Charleston, Charlotte and Raleigh, now adding Salisbury to that footprint.

Bradshaw Rogers will continue serving clients while leveraging Prime Capital Financial’s infrastructure and national resources, according to the announcement. Alaris Acquisitions advised Bradshaw Rogers on the transaction.

Prime Capital Financial, formerly known as Prime Capital Investment Advisors, operates across 70 locations nationwide and provides a range of services spanning wealth management, retirement plan advisory, participant education, and related planning offerings.

KEY QUOTES:

“Prime Capital Financial continues to identify firms that share our planning-first mindset and commitment to client service… Trent and Brandon have built an exemplary team with a strong tax-focused approach that complements our recent expansion into tax services. This partnership also meaningfully expands our presence in the Carolinas, which has been a key growth region for us, and supports a more coordinated, long-term approach to financial planning for clients nationwide.”

Glenn Spencer, Chief Executive Officer, Prime Capital Financial

“Our decision to join Prime Capital Financial centered on our ability to remain client-centric while gaining additional scale and support… The culture and long-term vision closely aligns with how we’ve grown our firm over the last two decades.”

Trent Bradshaw, Founder, Bradshaw Rogers Financial Partners

“This partnership positions us to expand our capabilities while maintaining the relationships and service standards our clients have come to expect.”

Brandon Rogers, Founder, Bradshaw Rogers Financial Partners

Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers

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Mike Dohlberg
CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
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CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
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CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
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Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
William Blanton, Owner, Acquired by Composition Wealth
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
William Rosenthal, Owner, Acquired by Beacon Pointe
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Dean Barber, Owner, Acquired by Modern Wealth Management
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John Horseman, Owner, Acquired by Allworth
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Marc Wolff, Owner, Acquired by Beacon Pointe
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Glenn Spencer, CEO, Prime Capital Financial
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Matt Cooper, President, Beacon Pointe Advisors
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Mike Dolberg, CEO, Apollon Wealth Management
Alaris in the News