SageView Acquires Horsetooth


December 28, 2022

On December 7, 2022, SageView Advisory Group announced the acquisition of Horsetooth Financial LLC.

Under the terms of the transaction, SageView Advisory Group (“SageView”) has acquired Horsetooth Financial LLC (“Horsetooth”) in a deal that closed October 14, 2022. The transaction will see Horsetooth founder Michael Hall join SageView. Further terms were not disclosed.

SageView, based in Newport Beach, California, is a registered investment advisor offering retirement and wealth management services to individuals and families. SageView has approximately $151 billion in client assets under management.

Horsetooth, based in Fort Collins, Colorado, is a fee-based asset management firm with a focus on estate planning and insurance services.

To read the press release: please click here.

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