Venturi Wealth Management, LLC.

Overview

VENTURI WEALTH MANAGEMENT, LLC, doing business as Venturi Private Wealth, is registered with the Securities and Exchange Commission as an investment adviser.² The firm maintains offices in Austin, United States, and Oklahoma City, United States, and serves entrepreneurs, executives, multigenerational families, endowments, and foundations.⁴

History

The firm was founded in 2015 by Russ Norwood and George Clark after careers at Merrill Lynch.⁴⁵ Venturi later joined Caprock in a combination of two independent, fee-only fiduciary firms.⁴ Following the acquisition, Venturi’s teams operated under the Caprock brand and platform.⁴ Caprock reported approximately $4 billion in assets under management at the acquisition.⁴

Leadership

Russell Wayne Norwood is CEO of Venturi Private Wealth.³ George Clark is a Venturi co-founder.⁵ Joey Sager is Venturi Managing Director Oklahoma City.⁴ Norwood and Sager became Managing Directors at Caprock following the acquisition.⁴

Services

Venturi provides investment advisory services, including discretionary management and limited non-discretionary authority for specific holdings.² Its planning-oriented work includes family governance, wealth education, advanced planning, and CFO services.⁴

What the firm offers

• Investment management
• Philanthropy
• Family governance and education

Client focus

The firm generally serves high-net-worth families, endowments, and foundations.² It also serves entrepreneurs, executives, and multigenerational families.⁴ Venturi describes its client focus as families with complex wealth whose needs extend beyond traditional investment management.⁴

Investment philosophy and approach

Venturi describes its approach as independent, fee-only, and fiduciary, with client relationships kept central.⁴ Its stated philosophy emphasizes preserving client relationships while expanding investment capabilities, technology, and family-office resources.⁴

Assets and minimums

Caprock’s acquisition announcement stated that Venturi had approximately $4 billion in assets under management at acquisition.⁴

FAQs

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Sources

1. SEC Form ADV, 2024-07-22
2. SEC Form CRS, 2026-03-11
3. Venturi ADV Part II, 2025-06-02
4. Caprock announcement, 2026-07-14
5. InvestmentNews, 2015-09-09

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.