Triad Advisors lost the largest RIA using its broker-dealer services because the firm started its own hedge fund.
ACG Wealth, formerly known as Atlanta Capital Group, has moved to Arkadios Capital, a broker-dealer led by ACG founding partner David Millican. Triad, which is also based in Atlanta, had done business with ACG since it opened in 2009, according to Form ADV filings. The ugly split has led to legal filings by both sides.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access