ROCHESTER — An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson ...

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Sequoia Financial said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 billion in client assets. The deal gives Akron Ohio-based Sequoia four ...

Jason Kley Elected to National FPA Board of Directors Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior ...

Akron, Ohio-based Sequoia Financial Group LLC has reached a deal to acquire Carlson Capital Management LLC, a Northfield-based investment advisory firm with $3.8 billion in client assets ...

On Wednesday, Sequoia Financial Group announced it is acquiring Carlson Capital Management, a Minnesota-based RIA overseeing $3.8 billion in client assets, as part of its ongoing expansion.

LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota ...

Founded in 1987, CCM provides integrated wealth management services including investment ... Upon completion of the acquisition, co-founders Gregory Carlson and Jeffrey Carlson will become ...