Lanham O’Dell & Company to Join Focus Financial Partners as New Partner Firm; David Weise & Associates Joins Focus Firm NKSFB
- Lanham O’Dell & Company, Inc.,
Hurricane, West Virginia: Established in 1981 by David Lanhamand Robert O’Dell, LOC is the oldest privately held RIA in West Virginia. LOC serves high-net-worth individuals, many of whom are entrepreneurs and professionals with strong regional ties to the Appalachian Basin. For over 35 years, the firm has stood by its mission to provide quality investment advice and high-touch service to its clients to help achieve financial goals for multiple generations. Equity partnership was extended to Sean Mayberryand Mary Casey O’Dell Dixon starting over a decade ago to ensure that LOC’s legacy of high-quality investment advice and service model continued beyond its founders. LOC opened its branch office in Jupiter, Floridain 2014 as part of its plan to grow its regional presence.
“Though we are rooted in a long history of tradition, we are a forward-looking firm. We are constantly seeking out new ways to grow and enhance our client services, so we can serve future generations of clients,” said Bob O’Dell, Co-Founder and Managing Partner of LOC. “Focus impressed us with its innovative partnership model, access to capital and best practices. We are looking forward to utilizing the many resources they offer to keep a leading edge in all services we provide.”
NKSFB, LLC, Los Angeles, California: Founded in 1999 by David Weise, DWA offers business management and a broad range of multifamily office services to clients in the entertainment industry. As part of a comprehensive experience for clients, DWA also has royalty management and tour accounting departments. As a result of this transaction, DWA will have access to NKSFB’s infrastructure and platform, enabling the DWA team to focus more on client service. This combination will also help NKSFB strengthen its presence in Southern California. David Weiseis joined by his other partners Wayne Kamemoto, Beth Sabbagh, Glenn Frank, Jon Payne, Robert Salzman, and Jaime Masuda.
“Clients in the ultra-high-net-worth and entertainment space have unique financial and business complexities. This is where premium firms like LOC, NKSFB and DWA can add tremendous value. We will continue to help our partner firms enhance their service offerings through access to our capital and resources,” said
About Lanham O’Dell & Company, Inc.
Built on the principle that clients should benefit first, Lanham O’Dell & Company, Inc. (doing business as LOC Investment Advisers) (“LOC”) was founded in 1981. LOC is the oldest privately owned RIA in
Cautionary Statement Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Focus' current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Focus' operations and business environment which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus' filings with the Securities and Exchange Commission.
Investor and Media Contact Information
Steve Calk or Sam Gibbons
Tel: (646) 561-3226
Source: Focus Financial Partners Inc.