U.S. Capital Wealth Advisors LLC Has $381,000 Stock Holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
U.S. Capital Wealth Advisors LLC raised its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 35.4% during ...
U.S. Capital Wealth Advisors LLC Takes $206,000 Position in Amdocs Limited (NASDAQ:DOX)
U.S. Capital Wealth Advisors LLC bought a new stake in Amdocs Limited (NASDAQ:DOX – Free Report) in the 4th quarter, ...
Insurancenewsnet.com6d
U.S. Capital Wealth Advisors LLC Takes $609,000 Position in Shopify Inc. (NYSE:SHOP)
U.S. Capital Wealth Advisors LLC acquired a new stake in shares of Shopify Inc. (NYSE:SHOP - Free Report) TSE: SHOP in the ...
Insurancenewsnet.com6d
U.S. Capital Wealth Advisors LLC Invests $468,000 in LyondellBasell Industries (NYSE:LYB)
U.S. Capital Wealth Advisors LLC bought a new stake in LyondellBasell Industries (NYSE:LYB – Free Report) during the fourth quarter, according to the company in its most recent disclosure with ...
InvestmentNews1d
Business-focused wealth tech RISR lands $8B Wealthcare Capital Management partnership
Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients ...
Why Some Wealth Management Firms Resist the Lure of Outside Capital
For registered investment advisor firms in 2025, that is the question. To date, the overwhelming majority of large RIAs prioritizing growth have accepted outside investments from third parties, most ...
WealthManagement.com7d
EP Wealth Starts 2025 with $500M Nashville Acquisition
CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...
Morningstar8d
EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC
has announced the acquisition of Criterion Capital Advisors, LLC (“Criterion”) in Nashville, Tennessee. This marks EP Wealth’s first partnership of 2025, its first office in Tennessee ...