Strategic Capital Advisers Inc., a Denver-based registered investment adviser, is joining Focus Financial partner firm Transform Wealth, which is also based in Denver.
The deal is expected to close in the second half.
Strategic Capital was founded in 1994 and has more than $700 million in assets under management. It provides fee-only advice to individual and institutions, including retirement plans.
"This partnership will enable us to leverage Transform Wealth's resources, intellectual expertise and deep bench of talent to enhance our strengths and continue to deliver highly personalized client service for many years to come,” John Hancock, president of SCA, said in a statement.
This will be Focus Focus’s 14th transaction this year, CEO Rudy Adolf said in the statement.
Two separate readings of American sentiment reflect worrying outlook
Quarterly refunding, economic data are in focus.
95% of his funds' holdings are in cash amid trade uncertainty.
Report shows trade wars has fueled inflows to funds.
Remaining competitive requires reduced vulnerability to external conditions
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
