Corient, a wealth management firm in the United States, has announced an agreement to acquire Capital Advisors, Inc., a registered investment adviser based in Tulsa, Okla., with $7.8 billion in assets under management.
Capital Advisors is an employee-owned firm founded in 1978 and led by Keith Goddard, CEO, and Andy Brown, president. It follows a team-based approach to delivering customized financial planning, investment management and other wealth management solutions to families and institutions, leveraging the expertise of a staff of 47 financial professionals.
Capital Advisors’ principals will become Corient partners upon closing, which is expected to occur later this quarter. The Corient partnership model is the firm’s key differentiator, built to enable seamless collaboration across teams to bring the full strength of firm capabilities to clients at every interaction.
Corient operates as a fiduciary, fee-only wealth management firm in the United States
