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Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Carolina Bank Holdings was formed for the purpose of serving as a bank holding company of Carolina Bank (the Bank).
Civic Bank is a Nashville, TN-based company in the Financial Services sector.
West Liberty State Bank is a West Liberty, IA-based company in the Financial Services sector.
Citizens National Bank Bownwood is a Brownwood, TX-based company in the Financial Services sector.