"We are thrilled to welcome Rhett, Blake, and Kegan to the firm," said Matt Konkle, President of G2 Capital Advisors. "Each of them brings deep industry knowledge, strong execution capabilities, and ...

Capital Advisors is an industry-standard asset manager, resulting in an Average Parent Pillar rating. Capital Advisors's longest-tenured portfolio management is worth mentioning, which boasts 17 years ...

Horizon Bancorp, Inc. is the $6.7 billion-asset (as of September 30, 2025) commercial bank holding company for Horizon Bank, which serves customers across diverse and economically attractive ...

Sapient Capital continues its recruitment drive by hiring Joshua Mandelbaum from J.P. Morgan, where he managed over $1 ...

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning.

Elsewhere, Indianapolis-headquartered indie Sapient Capital nabbed a $1 billion JPMorgan advisor in a recruitment first, ...

Since its inception only one year ago, Bancreek Capital Advisors has not demonstrated qualities that as stewards, build confidence. At this stage, the firm earns a Below Average Parent rating.