Covenant Multifamily Offices Acquires One Advocate Group
January 1, 2021
Covenant Multifamily Offices, LLC completed the acquisition of One Advocate Group, a San Antonio-based financial planning and investment advisory firm, effective January 1. One Advocate Group's founder Tommy Oliphint will join Covenant as a Senior Family Wealth Advisor, bringing five team members and approximately 150 clients and helping Covenant oversee about $2.3 billion in assets under management.
- Buyers
- Covenant Multifamily Offices, LLC
- Targets
- One Advocate Group
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Buyout
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