Recent events
Recent events tied to this brand in public sources.
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2026
Sammons Financial Group launches Criterion wealth advisory holding company
Sammons Financial Group has launched Criterion, a new wealth advisory holding company that brings together its three registered investment advisors — Beacon Capital Management, NorthRock Partners and Wealthcare — with a combined $27 billion in assets under management or advisement. The three RIAs will maintain their brands and own ADVs while operating under the Criterion umbrella, which plans to centralize functions starting with finance, accounting, capital management and deal functions, and to pursue further roll-up and tuck-in acquisitions.
2021
Sammons Financial Group completes acquisition of Beacon Capital Management
Sammons Financial Group announced that it had closed its acquisition of Beacon Capital Management. Beacon will continue to operate as before, with Chris Cook leading the business line as president and chief investment officer.
2021
Sammons Financial Group announces acquisition of Beacon Capital Management
Sammons Financial Group announced that it had acquired Beacon Capital Management; the transaction was expected to close early in the second quarter.