Minority Recap
Elevation Point Takes Minority Stake in New Atlanta RIA Hampton Bluff Capital Partners
•February 19, 2026
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Why It Matters
The deal accelerates the shift of high‑net‑worth advisory teams from wirehouses to independent platforms, boosting client‑centric services and consolidating Elevation Point’s market influence.
Key Takeaways
- •Elevation Point acquires minority stake in $1.3B Atlanta RIA.
- •Hampton Bluff originates from UBS Odyssey Wealth Management breakaway.
- •Partnership grants access to investment‑banking, lending, municipal finance.
- •Custody handled by Schwab and Goldman Sachs; tech via Vanilla.
- •Elevation Point now backs $13.2B assets across independent advisors.
Pulse Analysis
The independent advisory sector has entered a period of rapid consolidation, driven by seasoned teams leaving large wirehouses in search of greater autonomy and client‑focused flexibility. Elevation Point’s minority‑ownership strategy taps into this trend, offering capital, back‑office infrastructure, and strategic guidance without demanding full control. By aligning with firms that already possess strong client relationships, Elevation Point accelerates its footprint while preserving the entrepreneurial culture that high‑net‑worth clients value.
Hampton Bluff Capital Partners exemplifies the type of boutique RIA that benefits from Elevation Point’s playbook. Originating from the former Odyssey Wealth Management team at UBS, the firm targets entrepreneurs, family offices, and corporate executives, promising integrated planning and direct capital‑markets access. The partnership supplies critical resources such as investment‑banking expertise, lending solutions, and municipal‑finance know‑how, while custodial services from Schwab and Goldman Sachs ensure operational stability. Additionally, the integration of Vanilla’s trust and estate‑planning technology streamlines complex workflows, enhancing the client experience and positioning Hampton Bluff for scalable growth.
For the broader wealth‑management industry, this alliance signals a continued erosion of traditional wirehouse dominance and a rise in platform‑enabled independence. Elevation Point’s expanding portfolio—now covering roughly $13.2 billion across multiple RIAs—demonstrates the viability of a model that blends minority equity stakes with deep operational support. As more high‑performing teams seek to break away, firms that can provide seamless back‑office, technology, and capital‑raising capabilities will likely shape the next wave of advisory consolidation, redefining how wealth is managed and delivered.
Deal Summary
Elevation Point has acquired a minority stake in the newly formed Atlanta‑based RIA Hampton Bluff Capital Partners, a breakaway team that managed about $1.3 billion at UBS Private Wealth Management. The investment gives Hampton Bluff access to Elevation Point’s operational, investment‑banking, lending and technology resources, expanding Elevation Point’s portfolio of independent advisory firms.
Article
Source: InvestmentNews – ETFs (tag)
Elevation Point fuels Atlanta RIA launch with minority stake in $1.3B breakaway team
By Steve Randall
February 19, 2026
Elevation Point has added another independent advisory firm to its growing portfolio, taking a minority stake in newly formed Atlanta‑based RIA Hampton Bluff Capital Partners.
The breakaway team that previously managed approximately $1.3 billion at UBS Private Wealth Management, where they operated as Odyssey Wealth Management, is led by managing partners Krunch Kloberdanz and Justin Runager and focuses on serving entrepreneurs, high‑net‑worth families, family offices, foundations and corporate executives seeking integrated planning and capital‑markets access.
“We have always considered our clients to be extensions of our own families, and we believe founding Hampton Bluff is the best way forward to help them meet their goals across multiple generations,” said Kloberdanz. “By bringing everything our clients need under one roof, we can help them navigate every stage and every major life event with even greater clarity, continuity, and confidence, reinforcing the high‑touch support they’ve come to rely on from us.”
Elevation Point’s approach centers on minority‑ownership positions paired with operational and strategic support for advisory teams transitioning away from large institutions. Through the partnership, Hampton Bluff will gain access to investment‑banking support, lending resources, capital‑raising capabilities and municipal‑finance expertise.
Custody services will be provided through Schwab and Goldman Sachs Custodian Solutions as part of Elevation Point’s broader collaboration with Goldman Sachs, while Hampton Bluff will leverage trust and estate‑planning technology through Elevation Point’s partnership with fintech firm Vanilla, aimed at simplifying complex planning workflows and documentation for clients with sophisticated needs.
Jim Dickson, founding partner and CEO of Elevation Point, said the Atlanta team’s client base and advisory model positioned it well for independence.
“Krunch and Justin have built an exceptional team, combining deep expertise with an unwavering commitment to delivering thoughtful, high‑touch advice to every client they serve,” he said. “For a team that serves entrepreneurs and business leaders every day, building an independent firm is a natural next step—and a powerful foundation for scalable, long‑term growth.”
The investment in Hampton Bluff continues Elevation Point’s expansion strategy, which has focused on backing independent advisory teams emerging from wirehouses. Since launching roughly 19 months ago, the firm has partnered with RIAs representing nearly $13.2 billion in client assets, including recent investments in Atlanta‑based Harbor View Private Wealth, Indianapolis firm Forta Wealth Partners, and Loxahatchee Capital—a multi‑family office in Tequesta, Florida, managing $1.4 billion in assets, which was another UBS breakaway team.
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