Carlson Capital provides integrated wealth management to about 1,300 clients, mainly in the Minneapolis-St. Paul area.

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a ...

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

Carlson Capital Management lifted its holdings in Vanguard Short-Term Corporate Bond ETF by 3.3% during the 3rd quarter. Carlson Capital Management now owns 2,838,109 shares of the company’s ...

Turbulence in some of the biggest tech names is reminding investors of one of the major risks to the U.S. stock market's ...

He also arranged what was at the time the largest such transaction, turning an $800 million portfolio for Carlson Capital Management into an ETF in 2024. That deal showed money managers of all sizes ...