Prime Capital Acquires Bradshaw Rogers in Strategic Tax-Focused Play

OVERLAND PARK, KS – January 20, 2026 – In a move that reinforces its strategic focus on both geographic expansion and service integration, Prime Capital Financial has announced its acquisition of Bradshaw Rogers Financial Partners, Inc., a North Carolina-based wealth management firm with $600 million in assets under management.

The deal brings the entire seven-person team from Bradshaw Rogers, headquartered in Salisbury, N.C., into the Prime Capital fold. Founders Trent Bradshaw, CFP®, AIF®, and Brandon Rogers, CFP®, AIF®, will join the national firm as partners, ensuring leadership continuity for the clients they have served since establishing their practice in 2006. This acquisition is the latest in a series of calculated moves by Prime Capital Financial to build a comprehensive, national wealth management platform.

Deepening Roots in the Carolinas

The addition of the Salisbury office marks a significant deepening of Prime Capital Financial’s presence in the Carolinas, a region the firm has explicitly targeted for growth. This new location joins an established network of offices in key Carolina cities, including Asheville, Charleston, Charlotte, and Raleigh. The move transforms a strong regional presence into a more dominant and interconnected footprint across North and South Carolina.

This geographic strategy is not accidental. The Carolinas represent a dynamic and growing market for wealth management services. By acquiring a respected, locally-established firm like Bradshaw Rogers, Prime Capital gains immediate credibility and a loyal client base in the Piedmont-Triad area. It's a classic “buy-versus-build” decision that allows the larger firm to accelerate its market penetration far more quickly than through organic growth alone.

“This partnership also meaningfully expands our presence in the Carolinas, which has been a key growth region for us,” said Glenn Spencer, chief executive officer at Prime Capital Financial, in a statement confirming the deal’s strategic geographic importance. The acquisition provides a new hub for serving clients throughout Salisbury and southwest North Carolina, leveraging local expertise within a national framework.

A Strategic Bet on Tax-Integrated Wealth Management

Beyond the geographic expansion, the acquisition’s true strategic significance lies in its alignment with Prime Capital Financial’s aggressive push into integrated tax services. Bradshaw Rogers has built its nearly two-decade reputation on a “planning-led” wealth management model with a core focus on integrated tax strategy—a specialization that fits seamlessly into Prime Capital’s evolving service platform.

The timing is critical. This acquisition comes on the heels of Prime Capital Financial’s major launch of its Prime Capital Tax Advisory practice in October 2025. That initiative was itself born from a strategic acquisition of Hartman Wanzor McNamara LLP (HWM), a Texas-based tax advisory firm that brought over 30 tax professionals into the organization. The Bradshaw Rogers deal serves as a powerful follow-up, immediately bolstering the new division with a wealth management team already fluent in the language of tax-alpha.

Spencer highlighted this synergy, stating, “Trent and Brandon have built an exemplary team with a strong tax-focused approach that complements our recent expansion into tax services.” He added that the firm continues to seek partners who share a “planning-first mindset,” reinforcing a vision for a more holistic approach that supports “a more coordinated, long-term approach to financial planning for clients nationwide.” This move is a clear signal that the firm sees the integration of tax and financial planning not as a value-add, but as a core component of modern wealth management.

Merging Cultures, Not Just Balance Sheets

For any acquisition to succeed long-term, cultural alignment is paramount. The leadership of both firms emphasized that a shared client-centric philosophy was a foundational element of the deal. Bradshaw Rogers will now operate under the Prime Capital Financial brand and transition to its Private Client Services platform, but the focus remains on maintaining the deep client relationships cultivated over 18 years.

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

This sentiment was echoed by Brandon Rogers, who added, “This partnership positions us to expand our capabilities while maintaining the relationships and service standards our clients have come to expect.” By bringing the founders on as partners, Prime Capital is not simply absorbing assets but integrating leadership and expertise, a move designed to ensure both employee and client retention. The team will now be able to leverage Prime Capital’s extensive resources, technology infrastructure, and national platform while continuing to provide the personalized service their clients value.

A Pattern of Aggressive, Strategic Growth

This acquisition is not an isolated event but the latest chapter in a period of rapid and transformative growth for the Overland Park-based firm. Formerly known as Prime Capital Investment Advisors (PCIA), the company rebranded in 2024 to Prime Capital Financial to better reflect its expanding suite of services, which now operate under banners like Wealth, Retirement, Family Office, and Tax Advisory.

The firm's M&A activity has been relentless. In March 2025, it acquired SineCera Capital, an Austin-based firm with $1.55 billion in assets, to launch its Prime Capital Family Office division for ultra-high-net-worth clients. Just a month prior, it expanded its footprint in the Atlanta metro area by acquiring Sugarloaf Wealth Management, adding approximately $1 billion in client assets. This pattern of nine acquisitions between 2021 and 2023, followed by a series of larger, more strategic deals in 2025 and early 2026, illustrates a highly sophisticated growth strategy.

The move reflects a broader consolidation trend sweeping the registered investment advisor (RIA) industry, often fueled by private equity investment. In this increasingly competitive landscape, scale matters. Firms like Prime Capital Financial are aggressively acquiring talent and specialized capabilities to build comprehensive, one-stop platforms that can cater to every aspect of a client's financial life. The acquisition of Bradshaw Rogers, with its dual value in geographic reach and tax expertise, is a prime example of this new, more discerning era of M&A, where strategic fit is valued as much as the assets under management.