Acquisition · Adviser / wealth-management
Morris Capital Advisors, LLC
Transaction overview
Reported joined
Exact closing date not established.
In a January 3, 2022 announcement, Smithbridge Asset Management, Inc. reported that Morris Capital Advisors, LLC, its clients and the Manor Funds had joined the firm. Dan Morris described the decision as merging with Smithbridge. The source does not state an exact completion day, ownership mechanics or consideration.
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
- Welcome Morris Capital Advisors — Smithbridge Asset Management ↗
Official firm website · Published Jan 3, 2022
In a January 3, 2022 announcement, Smithbridge Asset Management, Inc. reported that Morris Capital Advisors, LLC, its clients and the Manor Funds had joined the firm. Dan Morris described the decision as merging with Smithbridge. The source does not state an exact completion day, ownership mechanics or consideration.