<div id="readability-page-1">Corient strengthens its private partnership model and adds nearly $8 billion in client assets MIAMI--(BUSINESS WIRE)-- Corient, the largest and fastest-growing integrated wealth management firm in the U.S., today announced an agreement to acquire Capital Advisors, Inc., a registered investment advisor based in Tulsa, Oklahoma with $7.8 billion in assets under management. Capital Advisors is an employee-owned firm founded in 1978 and led by Keith Goddard, Chief Executive Officer, and Andy Brown, President. It follows a team-based approach to delivering customized financial planning, investment management and other wealth management solutions to families and institutions, leveraging the expertise of a staff of 47 financial professionals. Capital Advisors is a leading RIA in the Oklahoma and Texas markets and has a presence in six other states. “The addition of Capital Advisors gives Corient our first office in Oklahoma and significantly expands our client base across the South and Southwest,” said Kurt MacAlpine, Founding Partner and Chief Executive Officer of Corient. “The firm has an exceptional reputation as a premier wealth manager and their holistic approach fully aligns with Corient’s commitment to providing comprehensive, personalized service. Keith and his team will be a tremendous addition to the Corient partnership.” “Corient’s private partnership model was the key factor in our decision to join the firm, as it reflects the values that drive Capital Advisors – integrity, teamwork, and dedication to our clients,” said Mr. Goddard. “Corient allows us to enhance the client experience by gaining access to a broad network of expertise and a wide range of wealth management and family office services, including alternative investments, trust strategies, tax preparation and bill paying.” Capital Advisors’ principals will become Corient Partners upon closing, which is expected to occur later this quarter. The Corient partnership model is the firm’s key differentiator, built to enable seamless collaboration across teams to bring the full strength of firm capabilities to clients at every interaction. “At Corient, partnership is fundamental to our approach,” said Mr. MacAlpine. “Our model fosters close collaboration across an experienced team, enabling us to deliver a seamless and elevated experience with each interaction. Clients benefit from the full strength of the firm – our integrated wealth management and family office capabilities – supported by our scale, resources and expertise.” Corient operates as a fiduciary, fee-only wealth management firm in the U.S. under a unique private partnership model, similar to those used by leading professional services firms. The structure gives clients access to the full breadth of expertise and resources across Corient rather than depending on a single advisor. Since its founding in 2020, Corient has grown to include more than 250 partners and over 1,400 employees managing approximately $222 billion (as of March 31, 2026) on behalf of ultra-high- and high-net-worth individuals, families and businesses across the United States. Corient has previously announced agreements to acquire three leading European wealth management firms: Stonehage Fleming, Stanhope Capital Group and the Bedrock Group. Those additions will establish a presence for Corient across Europe, the Middle East and Africa. Upon close and subject to regulatory approval of these and other transactions, Corient will become the world’s largest non-bank, fee-only wealth manager and the world’s largest multi-family office focused on ultra-high-net-worth clients globally with anticipated combined client assets of approximately $470 billion. Piper Sandler &amp; Co. is serving as exclusive financial advisor to Capital Advisors. About Corient Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Corient is an integrated U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Headquartered in Miami, Corient has offices across the United States. For more information, visit corient.com. Corient client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”) and include assets in which Holdings has a majority or minority ownership interest in the U.S., as well as assets from transactions that have been signed, but not yet closed and are subject to regulatory approvals. Capital Advisors’ assets are as of December 31, 2025. Combined asset data reflect varying as of dates due to differing reporting cycles. <img src="https://imageproxy.pbkrs.com/https://cts.businesswire.com/ct/CT/query-ZGlzdHJvPW54JmlkPWJ3bmV3cyZsYW5nPWVuJnNpZD1hY3FyOCZzdHk9MjAyNjA1MTM4MTU3NTdyMQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://cts.businesswire.com/ct/CT/query-ZGlzdHJvPW54JmlkPWJ3bmV3cyZsYW5nPWVuJnNpZD1hY3FyOCZzdHk9MjAyNjA1MTM4MTU3NTdyMQ"/>View source version on businesswire.com: https://www.businesswire.com/news/home/20260513815757/en/ Source: Corient</div>

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Corient 宣布收购位于俄克拉荷马州塔尔萨的注册投资顾问公司 Capital Advisors，该公司管理着 78 亿美元的资产。这次收购标志着 Corient 在俄克拉荷马州的首个办事处，并扩大了其在南部和西南部的客户基础。Corient 的合作伙伴模式强调协作和全面服务，与 Capital Advisors 的价值观相契合。收购后，Capital Advisors 的主要负责人将成为 Corient 的合伙人。这一举措是 Corient 全球扩展战略的一部分，旨在成为最大的非银行、仅收取费用的财富管理公司，预计在待完成交易后，客户资产将达到约 4700 亿美元

Corient 宣布收购 Capital Advisors，进一步扩大其在美国西南地区的业务影响力