Acquisition · Adviser / wealth-management

Bassett Hargrove Investment Counsel, LLC

Transaction overview

Reported joined

Source published:

Exact closing date not established.

In a January 3, 2026 announcement, Smithbridge Asset Management, Inc. reported that Bassett Hargrove Investment Counsel, LLC had joined the firm. Smithbridge said the firms combined at the end of 2024 and spent the following year integrating. The exact combination day, ownership mechanics and consideration were not stated; January 3 is the report date, not a closing date.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Welcome Bassett Hargrove Investment Councel, LLC — Smithbridge Asset Management ↗

    Official firm website · Published Jan 3, 2026

    In a January 3, 2026 announcement, Smithbridge Asset Management, Inc. reported that Bassett Hargrove Investment Counsel, LLC had joined the firm. Smithbridge said the firms combined at the end of 2024 and spent the following year integrating. The exact combination day, ownership mechanics and consideration were not stated; January 3 is the report date, not a closing date.

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Bassett Hargrove Investment Counsel, LLC · RIA Monitor