MAI Expands Into West Virginia With $750M RIA Acquisition

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. MAI Capital Management is acquiring LOC Investment Advisors, West Virginia’s longest-running RIA and a $759 million AUM fee-only firm. LOC was founded in 1981 by Robert O’Dell and David Lanham, two of the first Certified Financial Planners in West Virginia.  The firm now has offices in Hurricane, W.Va., and Jupiter, Fla., and works with more than 800 households across 30 states, serving prof ...