Mariner Wealth Advisors reached an agreement to acquire SMS Capital Management Inc. of Bellaire, Texas — the Leawood company's second acquisition in the Houston area in the past year.
Founded in 2004, SMS has more than $110 million in assets under management. It’s led by founder and principal Steven Sheldon, who remains with the company.
"We are incredibly excited to have made a second acquisition in the Houston area," Mariner CEO Marty Bicknell said in a release. "Steven and his associate…
Mariner Wealth Advisors reached an agreement to acquire SMS Capital Management Inc. of Bellaire, Texas — the Leawood company's second acquisition in the Houston area in the past year.
Founded in 2004, SMS has more than $110 million in assets under management. It’s led by founder and principal Steven Sheldon, who remains with the company.
"We are incredibly excited to have made a second acquisition in the Houston area," Mariner CEO Marty Bicknell said in a release. "Steven and his associate…