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Other - DECEMBER 21, 2017

United Capital acquires $530m Payne Wealth Partners

by Andrea Waitrovich

United Capital Financial Advisers has acquired the assets of Payne Wealth Partners, a registered investment adviser, in Evansville, Ind.

Terms of the acquisition were not announced.

Payne Wealth Partners brings to the United Capital team 13 employees and about $530 million in assets.

Headed by Taylor Payne, who will join Newport Beach, Calif.-based United Capital as a managing director, Payne Wealth Partners was founded in 1989 and co-owned by Ann Pendley and Perry Moore.

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