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, ...
U.S. Capital Wealth Advisors LLC Invests $227,000 in SPDR S&P Semiconductor ETF (NYSEARCA:XSD)
U.S. Capital Wealth Advisors LLC acquired a new position in shares of SPDR S&P Semiconductor ETF (NYSEARCA:XSD – Free Report) in the 4th quarter, according to its most recent filing with the ...
WealthManagement.com2d
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 ...
Next-Generation Advisor Kenneth Chavis IV Shares What He Has Learned Working With Wealthy Clients
Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...
Nashville Post2d
Criterion Capital Advisors acquired by West Coast firm
A West Coast wealth management firm with about $31 billion in assets under management has made its initial foray into ...
EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC
EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...