United Capital acquires South Carolina firm


United Capital Financial Advisers LLC, a financial life management firm, acquired the assets of McDonald, Cox & Klugh Inc.

McDonald, Cox & Klugh serves investors through two locations, one in Seneca that was known as The Investment Center and the other in Anderson, which operated as McDonald, Cox & Klugh.

The acquisition marks the first two offices for United Capital in South Carolina.

Approximately $415 million in assets under management, and seven employees spread across the two offices, have joined United Capital.

The company has 77 offices across the country and more than $15 billion in assets under advisement for people preparing for or already in retirement.


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