Mercer Advisors Bolsters Oklahoma City Presence with $2B Full Sail Capital Acquisition 

Mercer Global Advisors, Inc has acquired Full Sail Capital, an Oklahoma City-based wealth manager with $2 billion in assets. This marks Mercer’s second acquisition in Oklahoma, expanding its footprint in Texas and Oklahoma to over $7 billion in assets.  

Full Sail, founded in 2018 by David Stanley (CEO), Scott Cravens (COO), and Zac Reynolds (CIO), serves over 600 high-net-worth and multigenerational families with services including financial planning, wealth integration, investment management, estate planning, and family office solutions. 

The acquisition aligns with Mercer’s fiduciary-first approach, enabling Full Sail’s 14-member team to leverage Mercer’s family office capabilities, estate and tax planning, and institutional-grade portfolios. Martine Lellis, principal of M&A partner development at Mercer, said, “We see the same potential in Full Sail to extend their presence as a market leader in Oklahoma City.” 

Mercer Advisors, backed by private equity firms Oak Hill Capital, Genstar Capital, and Altas Partners, has been actively expanding its national footprint through strategic acquisitions. This deal, Mercer’s third largest by assets, follows its 100th M&A milestone in May 2025 with the acquisitions of Tufton Capital Management ($810 million AUM) and Lewis Wealth Management ($75 million AUM).  

In April, Denver-based Mercer announced the dual acquisitions of Vishria Bird Financial Group, LLC, a Memphis-based financial planning and advisory firm with $583 million in assets, and D. Scott Neal, Inc., a Kentucky-based firm with over $300 million in assets.   

Hue Capital Partners, LLC, served as exclusive financial advisor to Full Sail Capital.