Modern Wealth Management Acquires Kaye Capital Management
July 13, 2025
Modern Wealth Management has acquired El Segundo-based Kaye Capital Management in an asset purchase, bringing KCM's $700M+ AUM (plus $300M AUA) onto Modern Wealth's platform and pushing the firm's total AUM past $8.5 billion. The four-person KCM team and leaders Ken Watten and David Hilton join Modern Wealth as managing directors, strengthening the firm's institutional retirement plan advisory capabilities and expanding its California presence.
- Buyers
- Modern Wealth Management
- Targets
- Kaye Capital Management
- Sellers
- Kaye Capital Management
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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