Mercer Advisors Acquires Full Sail Capital | Oklahoma City Expansion
mercer advisors surges ahead, acquiring Full Sail Capital and instantly adding $2 billion in assets under management, solidifying its expansion in Oklahoma City and Texas. This strategic move dramatically elevates Mercer’s regional presence,amplifying its total assets in the dynamic Oklahoma and Texas markets to over $7 billion. Full Sail Capital, founded in 2018 by industry leaders, brings its experienced team to leverage Mercer’s extensive resources for an enhanced client experience, including advanced financial planning and estate services. This is Mercer’s third largest acquisition by assets to date, as they continue to build their network.News Directory 3 can confirm this is part of Mercer’s ongoing initiative to broaden wealth management services. Curious about the long-term impact? Discover what’s next for Mercer Advisors and its clients.
Mercer advisors Acquires Full Sail capital, Expands Oklahoma Presence
Updated june 10, 2025
Mercer Global Advisors Inc. has broadened its regional footprint by acquiring Full Sail Capital, a wealth management firm based in Oklahoma City. The acquisition brings an additional $2 billion in assets under management to Mercer, marking its second venture in Oklahoma. This move increases Mercer’s total assets in Oklahoma and Texas to over $7 billion.
Full Sail Capital, established in 2018 by David Stanley, Scott Cravens, and Zac Reynolds, manages wealth for more than 600 high-net-worth and multigenerational families. Their services include comprehensive financial planning, investment management, estate planning, and family office solutions.
The acquisition allows Full Sail’s 14-member team to utilize Mercer’s extensive resources, including family office capabilities, estate and tax planning, and institutional-grade portfolios. Martine Lellis, a principal at Mercer, noted the potential for Full Sail to strengthen its market leadership in Oklahoma City.
Backed by private equity firms, Mercer advisors continues its strategic expansion through acquisitions. The Full Sail deal, its third largest to date by assets, follows Mercer’s milestone 100th M&A transaction in May 2025, which included Tufton Capital Management and Lewis Wealth Management.
Earlier in April, Mercer also acquired Vishria Bird Financial Group in Memphis, Tennessee, and D. Scott Neal, inc.,based in Kentucky,adding nearly $900 million in managed assets.
“We see the same potential in Full Sail to extend their presence as a market leader in Oklahoma City.”
What’s next
With the acquisition complete,Mercer Advisors aims to integrate Full Sail Capital’s expertise and client base to further enhance its wealth management services in the region and beyond.