On February 10, 2025, Prime Capital Financial announced its plan to merge with Sugarloaf Wealth Management.
Prime Capital Financial (“Prime Capital”) announced, on February 10, 2025, its merger with Sugarloaf Wealth Management, LLC (“Sugarloaf”), expected to close in early March. Under the terms of the transaction, Sugarloaf will bring 13 professionals to Prime Capital. Further terms of the transaction were not disclosed.
Prime Capital based in Overland Park, Kansas, is a registered investment advisor offering wealth management, retirement plan consulting and financial wellness services. As of February 2025, Prime Capital had approximately $24.36 billion in total assets under management.
Sugarloaf, based in Atlanta, is a registered investment advisor offering investment management and financial planning services. As of February 2025, Sugarloaf had approximately $1 billion in assets under management/advisement. Houlihan Lokey advised Sugarloaf on this transaction.
To read the article: please click here.