Prime Capital Enters Metro Atlanta with Purchase of $1B RIA Sugarloaf

Prime Capital Financial announced the acquisition of Sugarloaf Wealth Management, with offices in Duluth and Athens, GA, adding $1B in assets under management, 13 staff members, and expanding the firm’s metro Atlanta presence.

Founded in 1989, Prime Capital is an independent RIA that specializes in asset management, family office services, estate and wealth transfer, and tax planning, according to the firm’s LinkedIn profile. The firm also focuses on college and professional athletes and coaches. Prime Capital CEO Glenn Spencer said in a statement that the partnership between the firms will allow them to better collectively support individuals and families across the region.

Houlihan Lokey advised on the transaction, which is expected to close in early March. On January 7, Dakota reported that Prime Capital strengthened its Texas market presence with the addition of veteran advisor John Cervantes to its San Antonio-based Crossvault Capital Management team.

Written By: Dakota

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Prime Capital Enters Metro Atlanta with Purchase of $1B RIA Sugarloaf

Subscribe

Related Content

Integrated Partners Expands West Coast Presence With $1B RetirementDNA

Waverly Establishes Ohio Presence with $1B AUM 9258 Wealth Acquisition

Wendel Commits $1B in Seed Funding, Takes 75% Stake in Monroe Capital

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Events

Company