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acquisitionAnnounced · Feb 17, 2026Financial ServicesSource · CredibleArticle · Factual
MAI Capital Management acquires LOC Investment Advisors
David Najork · Founding Software Engineer
Published · Updated · 1 min read
Deal value
$750M
Target
LOC Investment Advisors
Acquirer
MAI Capital Management
Full Acquisition
Status
Announced
MAI Capital Management agreed to acquire LOC Investment Advisors. Reported deal value: $750M. Status: Announced. Sector: Financial Services. Target headquarters context: Location not specified.
This page summarizes publicly available information about the transaction as of 2026-02-17. Figures and status may change as filings and press coverage update.
MAI Capital Management is acquiring LOC Investment Advisors , West Virginia longest-running RIA and a $759 million AUM fee-only firm
Deal timeline
Announced
Feb 17, 2026 · finance.yahoo.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Financial Services with a reported deal value of $750M. Figures and status may change as sources update.
Sources: finance.yahoo.com · Primary article · FireStrike proprietary index