Established in 2008, Zeke Capital Advisors, LLC is a multi-family office dedicated to providing informed investment advice, customized portfolio management, holistic wealth planning, direct investment opportunities, and comprehensive service to individuals, families, and foundations. For more information, visit https://zekecapital.com.

https://zekecapital.com/

Zeke Capital Advisors

The firm had approximately $10 billion in client assets as of Dec. 31, 2021.

https://www.sequoia-financial.com/

Akron

Sequoia Financial Group

Sequoia Financial Group, LLC (Sequoia) today announced it has entered into an agreement to acquire Zeke Capital Advisors, LLC (Zeke). The transaction, expected to close on Feb. 28, will create a firm with more than $15 billion in client assets. Financial terms were not disclosed.

Sequoia Financial Group To Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion In Client Assets

Sequoia Financial Group To Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion In Client Assets

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