LPL adds $500m ex-First Republic team to breakaway channel (2024)

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IAN WENIK, CITYWIRE RIA Editor’s Picks Tim Woodall and Dustin Raring have launched Highway One Capital. Leave a comment In April, Sanctuary executives discussed the company’s 2023 financial performance metrics in a closed-door meeting with partner firms in the East Coast region. IAN WENIK, CITYWIRE RIA Editor’s Picks Opinion & Analysis Team-based practices produced an average of $21m in net asset inflows in 2023, compared to $8m on average for solo practices, according to Cerulli. Better Business Client surveys and regular meetings with advisors are two ways to build a consistent client experience, Wealth Enhancement Group chief executive Jeff Dekko and Summit Financial chief executive Stan Gregor said at Goldman Sachs' inaugural RIA conference. Connect Another selection of the best pictures from Citywire RIA's CIO Summit in Austin, Texas. ETFS The asset manager has applied for an exemption previously patented by Vanguard. Private Assets RBC's recommended list will more than likely be rebranded in the next couple of months to be inclusive of active ETFs, says gatekeeper Aaron Hanson. Publications DUE DILIGENCE REPORTS

LPL adds $500m ex-First Republic team to breakaway channel (1) LPL adds $500m ex-First Republic team to breakaway channel (2)

IAN WENIK, CITYWIRE RIA

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Tim Woodall and Dustin Raring have launched Highway One Capital.

LPL adds $500m ex-First Republic team to breakaway channel (3)

By Payton Guion

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Two longtime friends who together managed $500m in client assets at First Republic Bank — and then JP Morgan — have launchedtheir ownpractice through LPL Financial’s Strategic Wealth Services division, LPL announced Tuesday.

Tim Woodall and Dustin Raring, based in Newport Beach, Calif., have formed Highway One Capital, named after the legendary coastal route running from Mendocino County to Orange County.

Woodall and Raring teamed up in 2012, while both were at UBS, and primarily serve business owners and high net worth multigenerational families, according to LPL. The pair are joined by client support staffer Taylor Ford.

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