Who We Are
Rush is a veteran leader in the RIA industry who has been at the forefront of M&A consolidation for over 25 years.
Rush previously served as the head of M&A strategy at CAPTRUST, where he led the firm’s exponential growth through a series of more than 60 acquisitions to become the largest independent RIA in the US with over $1 trillion in client assets.
Prior to joining CAPTRUST in 2013, Rush was the Founder and CEO of WealthTrust, a pioneering consolidator that grew to $10 billion in assets under management through the acquisitions of 15 RIAs across the country.
Earlier in his career, he was a co-founder of a multi-billion dollar institutional RIA based in Nashville, TN.
Rush is originally from Chattanooga, TN. He is a graduate of Vanderbilt University and is a Chartered Financial Analyst.
In Their Words
You only sell your firm one time, and it mattered to us that Rush had experience building and selling his own. That experience was evident throughout the process. If we had to sell the firm again, the Gorman Jones team would be our first call.
InvestmentNews
August 2026
Buyers aren’t paying a premium for a seller’s AI, but owners are increasingly weighing a buyer’s technology before choosing a partner. Rush on the reverse due diligence reshaping RIA M&A.
Read article →AI won’t level the playing field between large and small firms — it will widen it. Rush on what that means for advisory-firm valuations, and the questions owners should be asking now.
Read article →The best outcomes start long before a firm goes to market. If you’re thinking about a sale, we’d love to talk. A first conversation carries no cost or obligation, and everything you share with us stays confidential.
