MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of Court Place Advisors, an Ellicott City, Md.–based RIA with $366 million in assets under management. Terms of the transaction were not disclosed.
Co-founded in 1998 by Jack Santry, principal and chief compliance officer, Court Place provides comprehensive investment management and tax planning services for individuals and families. The firm was formed with the purpose of uniting asset management, tax strategy and estate planning to deliver an all-in-one wealth management experience tailored to each client’s goals. This integrated approach has been instrumental in expanding Court Place’s client base both throughout the Mid-Atlantic and nationally.
Court Place will adopt MAI’s brand identity and receive the robust internal infrastructure that MAI extends to all acquired firms, including human resou
