Capital Advisors and the Coastal Bridge combination put August’s merger-related withdrawals in context

August’s complete 80-filing ADV-W archive contains 29 merger-related withdrawals: 28 use the standard sold, acquired or merged reason, while Teachers Advisors, LLC separately reports a merger under common control. These are filings, not 29 independently confirmed deals. Public transaction reporting supplies context for 24 of the 29 firms; five remain unresolved.

Capital Advisors, Inc.: an announced Corient agreement

Capital Advisors, Inc. filed a full withdrawal on August 3. Corient’s May 13 announcement provides the transaction context: it had agreed to acquire Capital Advisors, Inc. and expected the transaction to close later in that quarter. The announcement supports an acquisition agreement; it does not, by itself, establish the closing date. Capital Advisors, Inc.’ last reported regulatory AUM was $7.428 billion as of March 16, 2026, a historical disclosure rather than a measure of assets transferred in the transaction.

Running Point and the Coastal Bridge combination

Running Point Capital Advisors LLC’ August 3 withdrawal also uses the merger-related reason. Cerity Partners announced on March 2 that it had merged with Running Point, and said the practice would operate under the Cerity Partners name. Its last reported regulatory AUM of $745.6 million was dated March 19, 2026; that figure should not be read as the value of a transaction.

Waddell & Associates, LLC and One Charles Private Wealth each appear in the August filing list. Their shared July 2 announcement describes one completed three-firm merger with Coastal Bridge Advisors, under the Coastal Bridge Advisors name. Two withdrawal rows therefore refer to the same combination. The filing total should not be treated as a total of separate acquisitions.

An internal merger has a different meaning

Teachers Advisors, LLC’ filing describes a merger under common control. A May 1 SEC prospectus supplement said Teachers Advisors, LLC was expected to merge into Nuveen Asset Management around July 31, subject to required approvals. The supplement identifies both as subsidiaries under Nuveen and ultimately TIAA, and anticipated no changes to the covered funds’ portfolio management teams, objectives, strategies, risks or fees. That is evidence of a planned internal reorganization, not an outside buyer taking over the firm; the May supplement does not establish that the merger later completed.

The complete merger-related list

The table contains every merger-related filing in the August archive. Links provide acquisition agreements, reported completions or other transaction context where a source was found. Mrwm Capital Management, LLC, Aurora Wealth Advisors, Diamond Wealth Management, LLC, HFG Advisors and True Vision Financial Advisors have no verified announcement in this review, so their buyer and transaction details remain unresolved. Announcement dates are not closing dates, and two filing rows can refer to the same combination.

Complete merger-related filing list

Across all 29 merger-related filings, the filer-reported reasons are: Sold, acquired or merged (28); Merger under common control (1). The complete list below preserves each reported reason.

All 29 merger-related filings from the complete 80-filing August archive, listed alphabetically. Transaction details and source links distinguish agreements from reported completions. Announcement dates are separate from withdrawal filing dates; undated sources remain labeled.