MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of Service Academy Capital Management (SACMGT), a Dallas-based RIA serving ultra-high-net-worth (UHNW) individuals and their families, institutions and family offices. SACMGT will join MAI’s UHNW division, Evoke. Terms of the transaction were not disclosed.
Founded in 2015 by Brian Sears, SACMGT was built on the philosophy that clients deserve a fundamentally different kind of wealth management experience: one grounded in transparency, customization and proactivity. The firm, which brings more than a century of combined experience, specializes in delivering bespoke portfolios and financial planning advice. Utilizing both private and public market investments, SACMGT constructs portfolios specific to each client’s risk profile and investment objectives.
Prior to founding SACMGT, Brian served as one of t
