MAI Capital Management Acquires LOC Investment Advisers
February 13, 2026
MAI Capital Management acquired LOC Investment Advisers, a fee-only RIA with offices in Hurricane, West Virginia and Jupiter, Florida, adding approximately $759 million in AUM and more than 800 client households. The deal closed effective February 13, 2026; LOC founders Robert O'Dell and David Lanham will remain involved to support continuity and succession, and LOC Managing Director Sean Mayberry will become Senior Wealth Advisor & Team Leader.
- Buyers
- MAI Capital Management
- Targets
- LOC Investment Advisers
- Industry
- Financial Services
- Location
- West Virginia, United States
- Transaction Type
- Buyout
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