On September 22, 2025, MAI Capital Management announced its acquisition of J.W. Coons Advisors.
MAI Capital Management (“MAI”) announced, on September 22, 2025, its acquisition of J.W. Coons Advisors (“JWCA”). Under the terms of the transaction, which closed on September 19, 2025, the full JWCA team will remain in place. Further terms of the transaction were not disclosed.
MAI, based in Cleveland, Ohio, is a registered investment advisor offering wealth management and family office services. As of June 2025, MAI had approximately $31.15 billion in assets under management.
JWCA, based in Columbus, Ohio, is registered investment advisor offering customized portfolios, estate and philanthropic planning, as well as a full range of comprehensive financial planning services. JWCA has approximately $612 million in assets under management. Turkey Hill Management advised JWCA on the transaction.
To read the press release: please click here.