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First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.
Smith Anglin's acquisition of Rhoads Lucca creates a firm with $500 million in client assets, serving clients in 45 states and creating a “one-stop shop” for pilots, says Smith Anglin cofounder Steve Anglin. The firm will continue to use the Smith Anglin name, and plans to retain all Rhoads Lucca employees.
Anglin says his firm already called itself “the leading provider to active and retiring Southwest airline pilots” -- but that the merger gives his firm a relationship with other airlines....