Carson Group Adds $1.6B Marietta Wealth Management

Carson Group has added a Georgia-based wealth management firm, which manages $1.6 billion in total client assets, to its integrated employee channel. 

Marietta, GA-based Marietta Wealth Management, which was founded in 2015, is led by managing partners and wealth advisors Scott Keller, Charlie Holloway, Ben Crowe, and Wes Hackney. 

The firm provides comprehensive financial planning, investment management, tax planning, and retirement planning for high-net-worth multigenerational clients in the Atlanta area. 

Through the acquisition, Marietta Wealth Management has joined as a Carson Wealth office, and will gain access to Carson’s broader services, including planning solutions, investment research, operational support, and Carson’s Private Client Services. 

Additionally, Marietta Wealth Management expands Carson’s footprint and presence in the Atlanta market, following the firm’s addition of Yari Capital, which oversees $405 million in assets under management. 

“We were looking for a partner that would allow us to keep serving clients the way we always have while giving us the scale, resources and expertise to do even more for them,” said Keller. “Carson stood out because of its proven track record in helping firms remain local while continuing to grow.” 

In July, Carson Group launched its new equity program, which enables its W-2 advisors, along with operational and support staff, to acquire a stake in the firm. The program also allows advisors in the final year of acquisition-related incentives to participate. 

Recently, Carson tapped Matthew Humphrey to serve as the divisional president of the integrated advisor channel and to lead Carson Wealth’s W-2 advisor channel. 

In October, Carson added wealth advisors Nikki Lude and Ciara Stewart from Commonwealth Financial Network, who oversaw $120 million in assets under management, to launch Heritage Financial & Investment Services. 

Omaha, NE-based Carson Group, founded in 1983, oversees more than $66 billion in assets across over 165 partner offices, the firm said.