Acquisition adds $366 million to MAI’s AUM while expanding its footprint in the Mid-Atlantic

MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the acquisition of Court Place Advisors, LLC (“Court Place”), an Ellicott City, Maryland-based RIA with $366 million in assets under management (“AUM”). Terms of the transaction were not disclosed.

Co-founded in 1998 by Jack Santry, principal and chief compliance officer, Court Place provides comprehensive investment management and tax planning services for individuals and families. The firm was formed with the purpose of uniting asset management, tax strategy and estate planning to deliver an all-in-one wealth management experience tailored to each client’s goals. This integrated approach has been instrumental in expanding Court Place’s client base both throughout the Mid-Atlantic and nationally.

“Jack and his team share the MAI philosophy that being a trusted advisor starts with delivering investment advice and management geared specifically to clients’ unique needs and objectives. Their commitment to delivering bespoke wealth management solutions has paved the way for their longstanding client relationships,” said Rick Buoncore, Chairman & CEO, MAI. “As part of MAI, Court Place’s team will have access to expanded resources and technology, freeing their advisors up to deliver the personalized service and strategic guidance their clients expect while strengthening MAI’s presence in Maryland and beyond.”

Court Place will adopt MAI’s brand identity and receive the robust internal infrastructure that MAI extends to all acquired firms, including HR, operations, and marketing resources as well as access to the firm’s in-house team of more than 150 specialized experts across investment, planning and tax disciplines. All current Court Place employees will join MAI, including Santry in the role of senior wealth advisor, managing director, maintaining stability and continuity of service for their clients.

“This partnership allows us to focus on what we do best—serving our clients—while leveraging the operational resources and infrastructure of MAI’s national platform,” Santry said. “By joining MAI, we help ensure our clients receive the personalized attention they deserve, increase our potential to grow our reach and create a foundation of long-term stability for our advisors and those we serve.”

Following the recent news of MAI’s landmark acquisition of Evoke Advisors, Court Place becomes the 18^th firm to join MAI since January 2024 as it expands to more than 650 employees and 35 offices across the country. As MAI continues to deepen its resources and pool of talent, the firm remains focused on advancing a culture where advisors are given the freedom and support to create thriving practices.

Court Place Advisors joined MAI effective November 14.

About MAI Capital Management ("MAI")

MAI is a registered investment adviser and wealth management firm unified in purpose to empower clients to simplify, protect, and grow the wealth they have worked so hard to build. Founded in 1973, the firm helps clients achieve their vision and goals through objective advice, tailored planning, comprehensive and integrated solutions, and highly personal service.

As of October 31, 2025, MAI and its affiliated adviser have 35 offices across the United States and a team of over 650 people and manage and advise on $69 billion in total assets.*

For more information, visit www.mai.capital or MAI’s company page on LinkedIn.

*MAI has $34 billion in assets under management and $5.4 billion in assets under advisement; assets under advisement include retirement plans and other accounts advised but not actively managed by MAI.

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