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FUNDRAISING NEWS | September 17, 2024

EP Wealth Acquires $1.1B CornerCap

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EP Wealth Advisors has acquired Atlanta-based RIA, CornerCap Investment Counsel, according to a September 17 news release. According to Dakota data, CornerCap manages approximately $1.1B in client assets.  

With the acquisition, CornerCap CEO Cannon Carr will transition to regional director and partner with EP Wealth. Prior to taking over as the firm's CEO in 2020, he served as the chief investment officer for 13 years. 

In addition to Carr, CornerCap brings a team of 18 to EP Wealth, including Senior Wealth Advisor Thomas Quinn; Richard Bean and D. Ray Peebles, who will serve as senior vice presidents; and Ian Clemens and Brad Robinson, who will take on vice president roles. 

View the press release here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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