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Wealth Advisor Daily
You’re reading this edition
Edition No. 060
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 12, 2026
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Kerry Lawing
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In network coverage since October 12, 2026 · 2 stories
Network coverage
RIA
Prime Capital brings in Carlyle as minority investor; 170 advisors own equity
Since the 2017 buyout from founder Kerry Lawing, advisor count has grown from 40 to 225, according to CEO Glenn Spencer.
exit · Oct 12
Carlyle took a minority stake in Prime Capital Financial, where 170 advisors own equity
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