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Trusted by
Acquiring Company
Savant Wealth Management
Acquired Company
3.3 Billion Capital Directions
RockfordFinancial ServicesDescription
Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced it has acquired Atlanta-based Capital Directions, an RIA firm whose clients include individuals and families, pensions, and corporations. In addition, Capital Directions offers a turnkey asset management platform (TAMP) to CPA firms that includes: CIO and portfolio management; dedicated back-office administration; technology services; practice management resources and training; and professional prospecting assistance. Savant did not disclose terms of the deal.
Fundz sees it the moment Savant Wealth Management makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired 3.3 Billion Capital Directions?
3.3 Billion Capital Directions was acquired by Savant Wealth Management, based in Rockford. The deal was reported on February 23, 2023. Founded more than 30 years ago, Savant Wealth Management is an SEC registered investment adviser and a leading independent, fee-only firm with nearly $12 billion in assets under management. Savant Wealth Management is privately held and operates in Financial Services.
When did Savant Wealth Management acquire 3.3 Billion Capital Directions?
Savant Wealth Management's acquisition of 3.3 Billion Capital Directions was reported on February 23, 2023. Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced it has acquired Atlanta-based Capital Directions, an RIA firm whose clients include individuals and families, pensions, and corporations. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does 3.3 Billion Capital Directions do?
There is a better way to invest; one that puts you – the client – first, and applies a disciplined philosophy to achieve your financial goals. It is privately held.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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