West Virginia RIA managing $658 million joins Focus Financial

Separately, David Weise & Associates joins NKSFB

Jan 8, 2019 @ 12:06 pm

By InvestmentNews

Lanham O'Dell & Company, Inc., an RIA firm managing $658 million in assets at the end of 2017, has agreed to join Focus Financial Partners.

Lanham, which was founded in 1981 and does business as LOC Investment Advisers, is based in Hurricane, W. Va., with an office in Jupiter, Fla.

(More:Focus Financial engineers two year-end acquisitions by its subsidiaries)

Separately, David Weise & Associates, a multifamily office and business management firm headquartered in Encino, Calif., has joined NKSFB, a Los Angeles-based multifamily office and business management firm, as a division of the firm. NKSFB is also a partner of Focus Financial Partners.


What do you think?

View comments

Recommended for you

Featured video


How are broker-dealers helping 401(k) advisers adapt to a changing market?

Bryan Hodgens, co-head of LPL Financial's Retirement Partners group, says the industry is getting much better at connecting advisers to wealth management opportunities and helping scale their businesses.

Latest news & opinion

IBD report: Another impressive year

Despite a stock market decline, revenue is up. And the streak isn't expected to end anytime soon.

IBDs with the most CFPs

How many of the more than 83,000 certified financial planners are employed by the big independent broker-dealers?

Richard Thaler wants to use 401(k)s to boost Social Security payments

The Nobel laureate wants to simplify drawing down retirement assets, which he thinks is 'way harder' than saving the money.

InvestmentNews announces 2019 Innovation Awards winners

Sheryl Garrett is this year's InvestmentNews Icon.

Morgan Stanley rides wealth management train to solid first quarter

Chairman and CEO James Gorman expresses excitement about expanding into workplace plans with purchase of Solium.


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