Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with over $4 billion in ...

Neumann Capital Management LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.8% in the fourth quarter, according to its most recent filing with the SEC. The fund ...

Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...

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Arax Investment Partners, which is backed by RedBird Capital Partners, has acquired Cedrus Financial, a Littleton, Colorado-based wealth management and investment advisory firm. No financial terms ...

Bienville Capital Group, a Metairie-based wealth management firm led by Emmett G. Dupas III, has been named to the ...

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been ...

TULSA, Okla., Jan. 15, 2025 /PRNewswire/ -- Gibraltar Capital Management, a Tulsa-based Registered Investment Advisor (RIA), announced today the acquisition of Miller Equity Capital Advisors ...