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.
Dakota Marketplace Announces Strategic Partnership with Backstop Solutions to Bring Proprietary Investment Data into Backstop’s Industry-Leading CRM Platform
July 29, 2025
Blackstone Defies Fundraising Drag, Ramps Up Strategy Rollouts, and more...
July 28, 2025
17Capital Locks in Record $5.5B for NAV Finance Fund, and more…
July 24, 2025
Healthcare Deal Flow Holds Strong in June — Dakota Releases New Monthly Healthcare Transactions Report
July 22, 2025
Asia Infrastructure in the Spotlight, and more…
July 21, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy