Announced

Completed

Beacon Pointe Advisors completed the acquisition of Charleston Investment Advisors.

Synopsis

Beacon Pointe Advisors, an independent Registered Investment Advisory firm, completed the acquisition of Charleston Investment Advisors, a wealth management firm. Financial terms were not disclosed. "These integrations feel effortless, rooted in our shared values and vision. The Bridge Advisory team's local knowledge, strong client presence, athlete-driven discipline, and Charleston Investment Advisors' women-led governance and personalized client-service process make this move a natural progression," Shannon Eusey, Beacon Pointe CEO and founder.

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MergerLinks - Beacon Pointe Advisors completed the acquisition of Charleston Investment Advisors.