EP Wealth Acquires $1.1B CornerCap

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.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions
October 21, 2025

Real Assets, Private Credit, and AI Rebound Lead Q3 2025 Institutional Allocations
October 16, 2025

October 14, 2025 Investor News: Illinois Firefighters Accelerates Alts Buildout, and more...
October 14, 2025

Biotech, Value-Based Care, and Digital Health Drive September 2025 Healthcare Transactions
October 14, 2025

AI, LBOs, and Quantum Computing | September 2025 Tech & Software Transactions
October 09, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

EP Wealth Acquires $1.1B CornerCap

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company