United Capital acquires $530 million Payne Wealth Partners

RIA firm based in Evansville, Ind., has 13 employees

Dec 21, 2017 @ 2:04 pm

By InvestmentNews

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

The firm's 13 staffers managed $530 million in assets spread out among 300 households.

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.

Terms of the acquisition were not announced.


What do you think?

View comments

Recommended next


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print