On February 21, 2024, Cetera Holdings, the holding company of Cetera Financial Group, Inc., announced that The Retirement Planning Group, LLC acquired Dightman Capital Group, Inc.
Cetera Holdings (“Cetera”) announced on February 21, 2024 that The Retirement Planning Group, LLC (“TRPG”) acquired Dightman Capital Group, Inc. (“Dightman”). Brian Dightman, Dightman’s former owner and operator is now a W-2 advisor at TRPG. Further terms of the deal were not disclosed.
Cetera, based in San Diego, is a wealth management optimization company that services independent financial advisors, institutions, tax professionals, and licensed administrators. As of December 2023, Cetera had approximately $190 billion in assets under management. Cetera acquired TRPG in May 2023.
TRPG, based in Leawood, Kansas, is a registered investment advisor specializing in wealth management and retirement planning. As of January 2024, TRPG had $1.8 billion in assets under management.
Dightman, based in Overland Park, Kansas, is a registered investment adviser providing wealth management, financial planning, and investment management services. As of March 2023, Dightman had approximately $61.2 million in assets under management.
To read the press release: please click here.