Press Release

SageView Advisory Group Enhances Services and Midwest Footprint with Acquisition of Cap Strat

Issued by SageView Advisory Group

Aug. 14, 2025

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

NEWPORT BEACH, Calif. -- 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.

About SageView Advisory Group

SageView Advisory Group, LLC ("SageView") is an investment adviser registered with the US Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.

SageView makes recommendations based on the specific needs and circumstances of each client. Clients should consider their own investment objectives and not rely on any single article, marketing piece, fact sheet, graph, or similar material to make investment decisions.  The information contained herein is intended for informational purposes only and is not a recommendation to buy or sell any securities.  SageView does not provide legal, tax or accounting advice.  Clients should obtain their own independent advisors for such services.  SageView advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is not a guarantee of future results.

For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.

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