MAI Capital Management acquires Dallas-based Service Academy Capital Management

  • MAI Capital Management acquired Dallas-based RIA Service Academy Capital Management, expanding its Texas footprint and ultra-high-net-worth offering.
  • Service Academy Capital Management joined MAI’s Evoke division; terms were not disclosed.
  • The firm was founded in 2015 by Brian Sears and focuses on bespoke portfolios and financial planning using public and private market investments.
  • Sears will remain responsible for client relationships and investment strategy as investment advisor and senior managing director.
  • The transaction took effect May 29, 2026.


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